Rockbridge Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rockbridge Investment Management’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	-1,915	Closed	-$106K	–	355
2023 Q4	$106K	Buy	+1,915	New	+$97.1K	0.02%	171
2022 Q3	–	Sell	-2,175	Closed	-$98.4K	–	331
2022 Q2	$98.4K	Sell	2,175 -31,475	-94%	-$1.55M	0.02%	162
2022 Q1	$1.82M	Buy	33,650 +440	+1%	+$23.4K	0.28%	45
2021 Q4	$1.88M	Sell	33,210 -1,350	-4%	-$75.1K	0.28%	48
2021 Q3	$1.82M	Sell	34,560 -370	-1%	-$19.9K	0.3%	44
2021 Q2	$1.88M	Buy	34,930 +8,005	+30%	+$432K	0.32%	46
2021 Q1	$1.4M	Sell	26,925 -1,110	-4%	-$55.4K	0.27%	50
2020 Q4	$1.29M	Buy	28,035 +1,075	+4%	+$45.3K	0.26%	50
2020 Q3	$999K	Sell	26,960 -2,610	-9%	-$97.6K	0.24%	50
2020 Q2	$1.05M	Buy	+29,570	New	+$982K	0.27%	46

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

Rockbridge Investment Management's IJH Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 1,915 shares — an estimated $106K sold.

Rockbridge Investment Management first reported a position in IJH in Q2 2020 and held it in 10 quarters. The position peaked at $1.88M in Q4 2021. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 1,915 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $106K.
Rockbridge Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $1.88M 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 Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.