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Steve Schonfeld’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Steve Schonfeld’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
Q4 		– Sell
-79,623
Closed -$4.96M – 2185
2024
Q3 		$4.96M Sell
79,623
-11,127
-12% -$671K 0.03% 550
2024
Q2 		$5.31M Buy
90,750
+41,836
+86% +$2.46M 0.03% 530
2024
Q1 		$2.97M Buy
+48,914
New +$2.77M 0.02% 846
2023
Q4 		– Sell
-10,370
Closed -$517K – 2031
2023
Q3 		$517K Buy
+10,370
New +$543K ﹤0.01% 1195

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steve Schonfeld's IJH Position: Q4 2024 in Review

Steve Schonfeld sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 79,623 shares — an estimated $4.96M sold.

Steve Schonfeld first reported a position in IJH in Q3 2023 and held it in 4 quarters. The position peaked at $5.31M in Q2 2024. 2,464 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Steve Schonfeld reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Steve Schonfeld sold 79,623 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $4.96M.
  • Steve Schonfeld first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 4 quarters.
  • Steve Schonfeld's iShares Core S&P Mid-Cap ETF position peaked at $5.31M in Q2 2024.
  • 2,464 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.