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Strategic Wealth Partners Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Strategic Wealth Partners 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
Q1 		$3.1M Buy
51,016
+6,496
+15% +$368K 0.34% 37
2023
Q4 		$2.47M Buy
44,520
+13,305
+43% +$675K 0.31% 36
2023
Q3 		$1.56M Buy
31,215
+355
+1% +$18.6K 0.23% 36
2023
Q2 		$1.61M Sell
30,860
-430
-1% -$21.4K 0.23% 36
2023
Q1 		$1.53M Buy
31,290
+8,785
+39% +$448K 0.25% 34
2022
Q4 		$1.09M Buy
22,505
+795
+4% +$38.4K 0.23% 27
2022
Q3 		$952K Buy
21,710
+20
+0.1% +$967 0.22% 26
2022
Q2 		$981K Buy
21,690
+1,285
+6% +$63.4K 0.22% 27
2022
Q1 		$1.09M Sell
20,405
-2,875
-12% -$153K 0.21% 26
2021
Q4 		$1.32M Buy
23,280
+5,590
+32% +$311K 0.23% 28
2021
Q3 		$931K Buy
+17,690
New +$952K 0.18% 32
2021
Q1 		$950K Hold
18,255
– – 0.19% 33
2020
Q4 		$839K Sell
18,255
-2,680
-13% -$113K 0.18% 34
2020
Q3 		$776K Sell
20,935
-10,525
-33% -$393K 0.19% 30
2020
Q2 		$1.12M Buy
31,460
+275
+0.9% +$9.13K 0.28% 24
2020
Q1 		$897K Sell
31,185
-13,845
-31% -$515K 0.26% 26
2019
Q4 		$1.85M Sell
45,030
-180
-0.4% -$7.13K 0.44% 22
2019
Q3 		$1.75M Buy
45,210
+465
+1% +$17.9K 0.48% 19
2019
Q2 		$1.74M Buy
44,745
+9,745
+28% +$373K 0.51% 17
2019
Q1 		$1.33M Sell
35,000
-5,400
-13% -$199K 0.43% 17
2018
Q4 		$1.34M Buy
40,400
+30,185
+295% +$1.1M 0.51% 15
2018
Q3 		$411 Buy
+10,215
New +$411K 0.01% 26
2017
Q1 		– Sell
-11,340
Closed -$375K – 28
2016
Q4 		$375K Buy
11,340
+465
+4% +$14.7K 0.18% 28
2016
Q3 		$336K Hold
10,875
– – 0.18% 23
2016
Q2 		$324K Buy
+10,875
New +$319K 0.18% 22

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners Group's IJH Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2024, buying an estimated $368K and bringing the position to 51,016 shares worth $3.1M. The position accounts for 0.34% of the portfolio, ranked #37.

Strategic Wealth Partners Group first reported a position in IJH in Q2 2016 and has held it in 25 quarters since. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Strategic Wealth Partners Group held 51,016 shares of iShares Core S&P Mid-Cap ETF worth $3.1M as of Q1 2024.
  • Strategic Wealth Partners Group bought 6,496 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $368K.
  • iShares Core S&P Mid-Cap ETF made up 0.34% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #37 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 25 quarters since.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.