RJFSA
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Raymond James Financial Services Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$471M Buy
7,553,919
+418,100
+6% +$25.2M 0.63% 26
2024
Q2 		$418M Sell
7,135,819
-274,435
-4% -$16.1M 0.59% 28
2024
Q1 		$450M Sell
7,410,254
-165,551
-2% -$9.37M 0.67% 26
2023
Q4 		$420M Buy
7,575,805
+67,735
+0.9% +$3.44M 0.68% 21
2023
Q3 		$374M Buy
7,508,070
+210,530
+3% +$11M 0.68% 26
2023
Q2 		$382M Sell
7,297,540
-90,265
-1% -$4.49M 0.67% 25
2023
Q1 		$370M Sell
7,387,805
-661,330
-8% -$33.7M 0.7% 21
2022
Q4 		$389M Buy
8,049,135
+288,020
+4% +$13.9M 0.78% 17
2022
Q3 		$340M Buy
7,761,115
+169,865
+2% +$8.21M 0.76% 18
2022
Q2 		$343M Buy
7,591,250
+105,840
+1% +$5.22M 0.75% 19
2022
Q1 		$402M Buy
7,485,410
+200,815
+3% +$10.7M 0.76% 15
2021
Q4 		$412M Buy
7,284,595
+352,045
+5% +$19.6M 0.77% 15
2021
Q3 		$365M Sell
6,932,550
-255,030
-4% -$13.7M 0.74% 15
2021
Q2 		$386M Buy
7,187,580
+209,335
+3% +$11.3M 0.79% 14
2021
Q1 		$363M Sell
6,978,245
-396,590
-5% -$19.8M 0.82% 14
2020
Q4 		$339M Sell
7,374,835
-173,705
-2% -$7.32M 0.85% 13
2020
Q3 		$280M Buy
7,548,540
+922,280
+14% +$34.5M 0.8% 14
2020
Q2 		$236M Buy
6,626,260
+566,880
+9% +$18.8M 0.75% 16
2020
Q1 		$174M Sell
6,059,380
-174,270
-3% -$6.48M 0.76% 19
2019
Q4 		$257M Buy
6,233,650
+633,315
+11% +$25.1M 0.82% 14
2019
Q3 		$216M Buy
5,600,335
+164,125
+3% +$6.31M 0.79% 16
2019
Q2 		$211M Buy
5,436,210
+446,540
+9% +$17.1M 0.81% 16
2019
Q1 		$189M Sell
4,989,670
-723,290
-13% -$26.7M 0.78% 17
2018
Q4 		$190M Buy
5,712,960
+420,300
+8% +$15.3M 1% 12
2018
Q3 		$213M Buy
5,292,660
+1,062,195
+25% +$42.7M 0.96% 13
2018
Q2 		$165M Buy
4,230,465
+578,940
+16% +$22.4M 0.84% 14
2018
Q1 		$137M Buy
+3,651,525
New +$140M 0.79% 18
2017
Q4 		– Sell
-2,836,295
Closed -$101M – 2605
2017
Q3 		$101M Buy
2,836,295
+530,320
+23% +$18.5M 0.65% 20
2017
Q2 		$80.2M Buy
2,305,975
+498,885
+28% +$17.2M 0.55% 26
2017
Q1 		$61.9M Buy
1,807,090
+658,710
+57% +$22.4M 0.47% 36
2016
Q4 		$38M Buy
1,148,380
+125,930
+12% +$3.99M 0.32% 58
2016
Q3 		$31.6M Buy
1,022,450
+324,835
+47% +$10M 0.28% 73
2016
Q2 		$20.8M Buy
697,615
+161,435
+30% +$4.73M 0.2% 121
2016
Q1 		$15.5M Sell
536,180
-76,715
-13% -$2.05M 0.18% 142
2015
Q4 		$17.1M Buy
612,895
+317,390
+107% +$9.07M 0.2% 124
2015
Q3 		$8.07M Buy
295,505
+179,465
+155% +$5.22M 0.14% 188
2015
Q2 		$3.48M Sell
116,040
-453,250
-80% -$13.8M 0.25% 101
2015
Q1 		$17.3M Buy
569,290
+25,615
+5% +$758K 0.84% 21
2014
Q4 		$15.7M Buy
543,675
+5,995
+1% +$168K 0.81% 19
2014
Q3 		$14.7M Buy
537,680
+7,460
+1% +$210K 0.8% 23
2014
Q2 		$15.2M Sell
530,220
-2,260
-0.4% -$62.1K 0.9% 18
2014
Q1 		$14.6M Buy
532,480
+81,520
+18% +$2.19M 0.86% 21
2013
Q4 		$12.1M Sell
450,960
-2,285
-0.5% -$59K 0.74% 24
2013
Q3 		$11.3M Buy
453,245
+179,545
+66% +$4.38M 0.75% 25
2013
Q2 		$6.32M Buy
+273,700
New +$6.35M 0.18% 129

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors's IJH Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q3 2024, buying an estimated $25.2M and bringing the position to 7,553,919 shares worth $471M. The position accounts for 0.63% of the portfolio, ranked #26.

Raymond James Financial Services Advisors first reported a position in IJH in Q2 2013 and has held it in 45 quarters since. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Raymond James Financial Services Advisors held 7,553,919 shares of iShares Core S&P Mid-Cap ETF worth $471M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 418,100 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $25.2M.
  • iShares Core S&P Mid-Cap ETF made up 0.63% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #26 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 45 quarters since.
  • 2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.