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

ShoreHaven Wealth Partners’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	-27,780	Closed	-$1.39M	–	79
2023 Q3	$1.39M	Buy	+27,780	New	+$1.46M	0.95%	27
2021 Q2	–	Sell	-690	Closed	-$36K	–	148
2021 Q1	$36K	Hold	690	–	–	0.02%	136
2020 Q4	$32K	Buy	+690	New	+$29.1K	0.02%	133

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's IJH Position: Q4 2023 in Review

ShoreHaven Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 27,780 shares — an estimated $1.39M sold.

ShoreHaven Wealth Partners first reported a position in IJH in Q4 2020 and held it in 3 quarters. The position peaked at $1.39M in Q3 2023. 2,173 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

ShoreHaven Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 27,780 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $1.39M.
ShoreHaven Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 3 quarters.
ShoreHaven Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q3 2023.
2,173 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.