Spotlight Asset Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Spotlight Asset Group’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 Q2	$628K	Sell	10,725 -230	-2%	-$13.5K	0.44%	41
2024 Q1	$665K	Buy	10,955 +10	+0.1%	+$566	0.48%	36
2023 Q4	$546K	Hold	10,945	–	–	0.5%	34
2023 Q3	$546K	Buy	10,945 +225	+2%	+$11.8K	0.5%	34
2023 Q2	$561K	Sell	10,720 -1,450	-12%	-$72.1K	0.5%	31
2023 Q1	$561K	Buy	+12,170	New	+$620K	0.56%	30
2022 Q3	$561K	Buy	+12,170	New	+$588K	0.56%	30
2021 Q3	$7.12M	Sell	135,270 -82,065	-38%	-$4.42M	3.55%	8
2021 Q2	$11.7M	Sell	217,335 -7,350	-3%	-$397K	4.5%	7
2021 Q1	$11.7M	Sell	224,685 -30,280	-12%	-$1.51M	4.4%	7
2020 Q4	$11.7M	Sell	254,965 -2,520	-1%	-$106K	4.36%	6
2020 Q3	$9.54M	Buy	257,485 +4,085	+2%	+$153K	3.75%	8
2020 Q2	$9.01M	Buy	253,400 +6,210	+3%	+$206K	3.78%	8
2020 Q1	$7.11M	Sell	247,190 -7,465	-3%	-$278K	3.78%	7
2019 Q4	$8.05M	Buy	+254,655	New	+$10.1M	3.84%	6

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

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

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

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

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

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

Spotlight Asset Group's IJH Position: Q2 2024 in Review

Spotlight Asset Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2024, selling an estimated $13.5K and leaving 10,725 shares worth $628K. The position accounts for 0.44% of the portfolio, ranked #41.

Spotlight Asset Group first reported a position in IJH in Q4 2019 and has held it in 15 quarters since. The position peaked at $11.7M in Q4 2020. 2,218 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Spotlight Asset Group held 10,725 shares of iShares Core S&P Mid-Cap ETF worth $628K as of Q2 2024.
Spotlight Asset Group sold 230 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $13.5K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Spotlight Asset Group's portfolio in Q2 2024, its #41 holding.
Spotlight Asset Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 15 quarters since.
Spotlight Asset Group's iShares Core S&P Mid-Cap ETF position peaked at $11.7M in Q4 2020.
2,218 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.