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

Sanctuary Wealth 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 Q4	$239K	Buy	3,829 +695	+22%	+$44.6K	0.16%	37
2024 Q3	$195K	Hold	3,134	–	–	0.14%	43
2024 Q2	$183K	Buy	3,134 +244	+8%	+$14.3K	0.14%	42
2024 Q1	$176K	Hold	2,890	–	–	0.14%	43
2023 Q4	$160K	Buy	+2,890	New	+$147K	0.16%	41
2023 Q3	–	Sell	-140	Closed	-$7.32K	–	300
2023 Q2	$7.32K	Buy	+140	New	+$6.96K	0.01%	154
2022 Q4	$6.77K	Buy	+140	New	+$6.76K	0.01%	143

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Wealth Management's IJH Position: Q4 2024 in Review

Sanctuary Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q4 2024, buying an estimated $44.6K and bringing the position to 3,829 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #37.

Sanctuary Wealth Management first reported a position in IJH in Q4 2022 and has held it in 7 quarters since. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Sanctuary Wealth Management held 3,829 shares of iShares Core S&P Mid-Cap ETF worth $239K as of Q4 2024.
Sanctuary Wealth Management bought 695 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $44.6K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Sanctuary Wealth Management's portfolio in Q4 2024, its #37 holding.
Sanctuary Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.