Slocum, Gordon & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Slocum, Gordon & Co’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 Q3	–	Sell	-19	Closed	-$1.11K	–	144
2024 Q2	$1.11K	Buy	+19	New	+$1.12K	﹤0.01%	142
2023 Q4	–	Sell	-185	Closed	-$9.22K	–	145
2023 Q3	$9.22K	Buy	+185	New	+$9.7K	0.01%	128
2023 Q2	–	Sell	-185	Closed	-$9.26K	–	135
2023 Q1	$9.26K	Hold	185	–	–	0.01%	109
2022 Q4	$8.95K	Buy	+185	New	+$8.94K	0.01%	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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Slocum, Gordon & Co's IJH Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 19 shares — an estimated $1.11K sold.

Slocum, Gordon & Co first reported a position in IJH in Q4 2022 and held it in 4 quarters. The position peaked at $9.26K in Q1 2023. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Slocum, Gordon & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Slocum, Gordon & Co sold 19 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $1.11K.
Slocum, Gordon & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 4 quarters.
Slocum, Gordon & Co's iShares Core S&P Mid-Cap ETF position peaked at $9.26K in Q1 2023.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.