SHF
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Stage Harbor Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stage Harbor Financial’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
-11,175
Closed -$654K – 50
2024
Q2 		$654K Sell
11,175
-417
-4% -$24.5K 0.63% 21
2024
Q1 		$704K Buy
11,592
+2
+0% +$113 0.64% 21
2023
Q4 		$643K Buy
+11,590
New +$588K 0.62% 21

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

Stage Harbor Financial's IJH Position: Q3 2024 in Review

Stage Harbor Financial sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 11,175 shares — an estimated $654K sold.

Stage Harbor Financial first reported a position in IJH in Q4 2023 and held it in 3 quarters. The position peaked at $704K in Q1 2024. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Stage Harbor Financial reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Stage Harbor Financial sold 11,175 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $654K.
  • Stage Harbor Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Stage Harbor Financial's iShares Core S&P Mid-Cap ETF position peaked at $704K in Q1 2024.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Stage Harbor Financial's 13F filing for Q3 2024, filed 16 Oct 2024.