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

Seaview Investment Managers’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	-77,434	Closed	-$4.83M	–	110
2024 Q3	$4.83M	Sell	77,434 -4,800	-6%	-$289K	1.45%	32
2024 Q2	$4.81M	Buy	82,234 +4,616	+6%	+$271K	1.45%	29
2024 Q1	$4.71M	Buy	77,618 +5,243	+7%	+$297K	1.42%	30
2023 Q4	$4.01M	Buy	72,375 +43,085	+147%	+$2.19M	1.28%	29
2023 Q3	$1.46M	Buy	+29,290	New	+$1.53M	0.49%	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

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

Seaview Investment Managers's IJH Position: Q4 2024 in Review

Seaview Investment Managers sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 77,434 shares — an estimated $4.83M sold.

Seaview Investment Managers first reported a position in IJH in Q3 2023 and held it in 5 quarters. The position peaked at $4.83M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Seaview Investment Managers reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Seaview Investment Managers sold 77,434 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $4.83M.
Seaview Investment Managers first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 5 quarters.
Seaview Investment Managers's iShares Core S&P Mid-Cap ETF position peaked at $4.83M in Q3 2024.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Seaview Investment Managers's 13F filing for Q4 2024, filed 13 Feb 2025.