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Sugarloaf Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sugarloaf Wealth Management’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 		$398K Buy
6,381
+192
+3% +$12.3K 0.08% 111
2024
Q3 		$386K Buy
6,189
+4
+0.1% +$241 0.07% 111
2024
Q2 		$362K Sell
6,185
-368
-6% -$21.6K 0.07% 103
2024
Q1 		$398K Buy
6,553
+473
+8% +$26.8K 0.08% 101
2023
Q4 		$337K Sell
6,080
-35
-0.6% -$1.77K 0.08% 100
2023
Q3 		$305K Buy
6,115
+775
+15% +$40.6K 0.08% 100
2023
Q2 		$279K Sell
5,340
-680
-11% -$33.8K 0.07% 100
2023
Q1 		$301K Sell
6,020
-540
-8% -$27.5K 0.07% 101
2022
Q4 		$317K Buy
6,560
+15
+0.2% +$725 0.08% 98
2022
Q3 		$287K Buy
6,545
+10
+0.2% +$483 0.07% 98
2022
Q2 		$296K Buy
6,535
+10
+0.2% +$494 0.07% 96
2022
Q1 		$350K Hold
6,525
– – 0.08% 87
2021
Q4 		$369K Buy
6,525
+5
+0.1% +$278 0.09% 90
2021
Q3 		$343K Buy
6,520
+5
+0.1% +$269 0.09% 89
2021
Q2 		$350K Sell
6,515
-95,185
-94% -$5.14M 0.1% 89
2021
Q1 		$329 Buy
101,700
+95,385
+1,510% +$4.76M 0.1% 90
2020
Q4 		$290K Buy
6,315
+170
+3% +$7.16K 0.1% 89
2020
Q3 		$228K Sell
6,145
-180
-3% -$6.73K 0.08% 100
2020
Q2 		$225K Sell
6,325
-3,170
-33% -$105K 0.09% 100
2020
Q1 		$273K Sell
9,495
-14,270
-60% -$531K 0.12% 85
2019
Q4 		$978K Buy
+23,765
New +$942K 0.42% 43

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's IJH Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q4 2024, buying an estimated $12.3K and bringing the position to 6,381 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #111.

Sugarloaf Wealth Management first reported a position in IJH in Q4 2019 and has held it in 21 quarters since. The position peaked at $978K in Q4 2019. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Sugarloaf Wealth Management held 6,381 shares of iShares Core S&P Mid-Cap ETF worth $398K as of Q4 2024.
  • Sugarloaf Wealth Management bought 192 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $12.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #111 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $978K in Q4 2019.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.