Sarah T. Connolly’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sarah T. Connolly’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	-6,325	Closed	-$315K	–	43
2023 Q3	$315K	Hold	6,325	–	–	0.21%	77
2023 Q2	$331K	Hold	6,325	–	–	0.2%	80
2023 Q1	$316K	Sell	6,325 -150	-2%	-$7.64K	0.2%	81
2022 Q4	$313K	Hold	6,475	–	–	0.21%	83
2022 Q3	$284K	Hold	6,475	–	–	0.21%	87
2022 Q2	$293K	Hold	6,475	–	–	0.2%	84
2022 Q1	$348K	Hold	6,475	–	–	0.2%	81
2021 Q4	$367K	Buy	6,475 +150	+2%	+$8.35K	0.2%	79
2021 Q3	$333K	Hold	6,325	–	–	0.27%	82
2021 Q2	$340K	Buy	+6,325	New	+$341K	0.28%	80

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

Sarah T. Connolly's IJH Position: Q4 2023 in Review

Sarah T. Connolly sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 6,325 shares — an estimated $315K sold.

Sarah T. Connolly first reported a position in IJH in Q2 2021 and held it in 10 quarters. The position peaked at $367K in Q4 2021. 2,169 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Sarah T. Connolly reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 6,325 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $315K.
Sarah T. Connolly first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 10 quarters.
Sarah T. Connolly's iShares Core S&P Mid-Cap ETF position peaked at $367K in Q4 2021.
2,169 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.