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Ratio Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ratio Wealth Group’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$11.5M Buy
189,291
+4,241
+2% +$240K 2.14% 19
2023
Q4 		$10.3M Sell
185,050
-27,320
-13% -$1.39M 2.22% 19
2023
Q3 		$10.6M Buy
212,370
+7,955
+4% +$417K 2.65% 15
2023
Q2 		$10.7M Buy
+204,415
New +$10.2M 2.64% 16
2022
Q4 		$6.62M Sell
136,860
-7,365
-5% -$356K 1.88% 18
2022
Q3 		$6.32M Sell
144,225
-18,035
-11% -$872K 2.06% 19
2022
Q2 		$7.34M Sell
162,260
-14,650
-8% -$723K 2.39% 16
2022
Q1 		$9.49M Buy
176,910
+1,190
+0.7% +$63.4K 2.83% 15
2021
Q4 		$9.95M Buy
175,720
+5,855
+3% +$326K 2.99% 16
2021
Q3 		$8.94M Sell
169,865
-2,310
-1% -$124K 2.93% 16
2021
Q2 		$9.25M Sell
172,175
-2,155
-1% -$116K 3.32% 15
2021
Q1 		$9.07M Buy
174,330
+19,900
+13% +$994K 3.79% 12
2020
Q4 		$7.1M Buy
+154,430
New +$6.51M 3.81% 12

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ratio Wealth Group's IJH Position: Q1 2024 in Review

Ratio Wealth Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2024, buying an estimated $240K and bringing the position to 189,291 shares worth $11.5M. The position accounts for 2.14% of the portfolio, ranked #19.

Ratio Wealth Group first reported a position in IJH in Q4 2020 and has held it in 13 quarters since. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Ratio Wealth Group held 189,291 shares of iShares Core S&P Mid-Cap ETF worth $11.5M as of Q1 2024.
  • Ratio Wealth Group bought 4,241 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $240K.
  • iShares Core S&P Mid-Cap ETF made up 2.14% of Ratio Wealth Group's portfolio in Q1 2024, its #19 holding.
  • Ratio Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.