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

Retirement 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 		$549K Sell
9,040
-1,630
-15% -$92.3K 0.2% 64
2023
Q4 		$592K Hold
10,670
– – 0.24% 56
2023
Q3 		$532K Sell
10,670
-435
-4% -$22.8K 0.22% 60
2023
Q2 		$581K Buy
11,105
+230
+2% +$11.4K 0.24% 56
2023
Q1 		$544K Sell
10,875
-760
-7% -$38.7K 0.25% 57
2022
Q4 		$563K Buy
11,635
+8,575
+280% +$414K 0.27% 55
2022
Q3 		$134K Sell
3,060
-9,465
-76% -$458K 0.11% 72
2022
Q2 		$567K Buy
12,525
+675
+6% +$33.3K 0.23% 56
2022
Q1 		$636K Buy
11,850
+80
+0.7% +$4.26K 0.25% 55
2021
Q4 		$666K Sell
11,770
-550
-4% -$30.6K 0.29% 56
2021
Q3 		$648K Sell
12,320
-200
-2% -$10.8K 0.3% 60
2021
Q2 		$673K Sell
12,520
-30
-0.2% -$1.62K 0.32% 53
2021
Q1 		$653K Buy
12,550
+5
+0% +$250 0.3% 56
2020
Q4 		$576K Sell
12,545
-120
-0.9% -$5.06K 0.26% 62
2020
Q3 		$469K Buy
12,665
+265
+2% +$9.91K 0.26% 71
2020
Q2 		$441K Buy
+12,400
New +$412K 0.27% 65
2019
Q4 		$529K Buy
+12,860
New +$510K 0.34% 54

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

Retirement Group's IJH Position: Q1 2024 in Review

Retirement Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2024, selling an estimated $92.3K and leaving 9,040 shares worth $549K. The position accounts for 0.2% of the portfolio, ranked #64.

Retirement Group first reported a position in IJH in Q4 2019 and has held it in 17 quarters since. The position peaked at $673K in Q2 2021. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Retirement Group held 9,040 shares of iShares Core S&P Mid-Cap ETF worth $549K as of Q1 2024.
  • Retirement Group sold 1,630 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $92.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Retirement Group's portfolio in Q1 2024, its #64 holding.
  • Retirement Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Core S&P Mid-Cap ETF position peaked at $673K in Q2 2021.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.