RJTCONH
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Raymond James Trust Company of New Hampshire’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Raymond James Trust Company of New Hampshire’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 		$958K Buy
15,365
+4,608
+43% +$278K 7.89% 3
2024
Q2 		$630K Sell
10,757
-94
-0.9% -$5.52K 5.86% 4
2024
Q1 		$659K Sell
10,851
-474
-4% -$26.8K 6.55% 3
2023
Q4 		$628K Buy
11,325
+6,215
+122% +$315K 7.02% 3
2023
Q3 		$255K Sell
5,110
-390
-7% -$20.4K 3.33% 10
2023
Q2 		$288K Buy
5,500
+20
+0.4% +$994 3.29% 9
2023
Q1 		$274K Sell
5,480
-1,005
-15% -$51.2K 3.08% 9
2022
Q4 		$314K Buy
6,485
+35
+0.5% +$1.69K 2.82% 9
2022
Q3 		$283K Sell
6,450
-30
-0.5% -$1.45K 2.48% 12
2022
Q2 		$293K Sell
6,480
-65
-1% -$3.21K 2.41% 10
2022
Q1 		$351K Buy
+6,545
New +$348K 2.31% 12

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $609B AUM 40.19% 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 $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return

Raymond James Trust Company of New Hampshire's IJH Position: Q3 2024 in Review

Raymond James Trust Company of New Hampshire increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 43% in Q3 2024, buying an estimated $278K and bringing the position to 15,365 shares worth $958K. The position accounts for 7.89% of the portfolio, ranked #3.

Raymond James Trust Company of New Hampshire first reported a position in IJH in Q1 2022 and has held it in 11 quarters since. 2,302 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Raymond James Trust Company of New Hampshire held 15,365 shares of iShares Core S&P Mid-Cap ETF worth $958K as of Q3 2024.
  • Raymond James Trust Company of New Hampshire bought 4,608 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $278K.
  • iShares Core S&P Mid-Cap ETF made up 7.89% of Raymond James Trust Company of New Hampshire's portfolio in Q3 2024, its #3 holding.
  • Raymond James Trust Company of New Hampshire first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
  • 2,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q3 2024, filed 12 Nov 2024.