Spectrum Planning & Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Spectrum Planning & Advisory Services’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	-13,510	Closed	-$674K	–	51
2023 Q3	$674K	Buy	+13,510	New	+$708K	1.06%	20

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Planning & Advisory Services's IJH Position: Q4 2023 in Review

Spectrum Planning & Advisory Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 13,510 shares — an estimated $674K sold.

Spectrum Planning & Advisory Services first reported a position in IJH in Q3 2023 and held it in 1 quarter. The position peaked at $674K in Q3 2023. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Spectrum Planning & Advisory Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 13,510 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $674K.
Spectrum Planning & Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
Spectrum Planning & Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $674K in Q3 2023.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.