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

Regimen Wealth’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
2023 Q4	–	Sell	-6,850	Closed	-$342K	–	66
2023 Q3	$342K	Buy	+6,850	New	+$359K	0.14%	43
2023 Q1	–	Sell	-4,915	Closed	-$238K	–	67
2022 Q4	$238K	Buy	+4,915	New	+$237K	0.16%	48

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Regimen Wealth's IJH Position: Q4 2023 in Review

Regimen Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 6,850 shares — an estimated $342K sold.

Regimen Wealth first reported a position in IJH in Q4 2022 and held it in 2 quarters. The position peaked at $342K in Q3 2023. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Regimen Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Regimen Wealth sold 6,850 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $342K.
Regimen Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
Regimen Wealth's iShares Core S&P Mid-Cap ETF position peaked at $342K in Q3 2023.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Regimen Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.