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

Schrum Private 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	–	Sell	-3,226	Closed	-$201K	–	147
2024 Q3	$201K	Buy	+3,226	New	+$195K	0.1%	166
2022 Q3	–	Sell	-4,600	Closed	-$208K	–	111
2022 Q2	$208K	Buy	4,600 +10	+0.2%	+$494	0.24%	109
2022 Q1	$233K	Buy	4,590 +5	+0.1%	+$266	0.23%	100
2021 Q4	$260K	Buy	+4,585	New	+$255K	0.24%	106

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

Schrum Private Wealth Management's IJH Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 3,226 shares — an estimated $201K sold.

Schrum Private Wealth Management first reported a position in IJH in Q4 2021 and held it in 4 quarters. The position peaked at $260K in Q4 2021. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Schrum Private Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Schrum Private Wealth Management sold 3,226 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $201K.
Schrum Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Schrum Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $260K in Q4 2021.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.