RE Dickinson Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

RE Dickinson Investment 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 Q1	–	Sell	-155	Closed	-$9K	–	233
2023 Q4	$9K	Hold	155	–	–	0.01%	166
2023 Q3	$8K	Sell	155 -185	-54%	-$9.7K	0.01%	181
2023 Q2	$18K	Hold	340	–	–	0.01%	222
2023 Q1	$17K	Hold	340	–	–	0.01%	235
2022 Q4	$16K	Sell	340 -105	-24%	-$5.07K	0.01%	226
2022 Q3	$20K	Hold	445	–	–	0.02%	112
2022 Q2	$20	Hold	445	–	–	﹤0.01%	126
2022 Q1	$24K	Hold	445	–	–	0.02%	132
2021 Q4	$25K	Buy	+445	New	+$24.8K	0.02%	119

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RE Dickinson Investment Advisors's IJH Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 155 shares — an estimated $9K sold.

RE Dickinson Investment Advisors first reported a position in IJH in Q4 2021 and held it in 9 quarters. The position peaked at $25K in Q4 2021. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

RE Dickinson Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
RE Dickinson Investment Advisors sold 155 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $9K.
RE Dickinson Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 9 quarters.
RE Dickinson Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $25K in Q4 2021.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.