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Source Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Source Financial Advisors’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 		$1.3M Buy
20,932
+221
+1% +$13.3K 0.39% 36
2024
Q2 		$1.21M Buy
20,711
+1,382
+7% +$81.2K 0.37% 35
2024
Q1 		$1.17M Buy
19,329
+4,094
+27% +$232K 0.36% 37
2023
Q4 		$844K Buy
15,235
+415
+3% +$21K 0.26% 56
2023
Q3 		$739K Sell
14,820
-2,990
-17% -$157K 0.25% 59
2023
Q2 		$931K Buy
17,810
+515
+3% +$25.6K 0.31% 48
2023
Q1 		$865K Sell
17,295
-2,060
-11% -$105K 0.29% 56
2022
Q4 		$936K Buy
19,355
+385
+2% +$18.6K 0.35% 50
2022
Q3 		$832K Buy
18,970
+6,385
+51% +$309K 0.33% 56
2022
Q2 		$569K Sell
12,585
-305
-2% -$15.1K 0.22% 70
2022
Q1 		$692K Sell
12,890
-5,245
-29% -$279K 0.2% 67
2021
Q4 		$1.03M Buy
18,135
+1,425
+9% +$79.3K 0.28% 55
2021
Q3 		$879K Buy
16,710
+1,550
+10% +$83.4K 0.23% 53
2021
Q2 		$815K Sell
15,160
-7,685
-34% -$415K 0.21% 56
2021
Q1 		$1.19M Buy
22,845
+740
+3% +$37K 0.32% 47
2020
Q4 		$1.02M Buy
+22,105
New +$931K 0.27% 49

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Source Financial Advisors's IJH Position: Q3 2024 in Review

Source Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q3 2024, buying an estimated $13.3K and bringing the position to 20,932 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #36.

Source Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 16 quarters since. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Source Financial Advisors held 20,932 shares of iShares Core S&P Mid-Cap ETF worth $1.3M as of Q3 2024.
  • Source Financial Advisors bought 221 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $13.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.39% of Source Financial Advisors's portfolio in Q3 2024, its #36 holding.
  • Source Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.