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

Summit Financial 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 		$5.63M Sell
92,740
-2,770
-3% -$157K 2% 11
2023
Q4 		$5.29M Buy
95,510
+175
+0.2% +$8.88K 2.03% 11
2023
Q3 		$4.75M Sell
95,335
-50
-0.1% -$2.62K 2% 11
2023
Q2 		$4.99M Sell
95,385
-4,225
-4% -$210K 1.94% 10
2023
Q1 		$4.98M Sell
99,610
-2,010
-2% -$102K 1.89% 12
2022
Q4 		$4.92M Sell
101,620
-6,695
-6% -$323K 1.95% 11
2022
Q3 		$4.75M Buy
108,315
+5,680
+6% +$275K 1.97% 9
2022
Q2 		$4.64M Sell
102,635
-6,740
-6% -$333K 1.79% 11
2022
Q1 		$5.87M Sell
109,375
-8,140
-7% -$433K 1.99% 10
2021
Q4 		$6.65M Buy
117,515
+5,440
+5% +$303K 2.17% 9
2021
Q3 		$5.9M Sell
112,075
-1,190
-1% -$64K 2.13% 8
2021
Q2 		$6.09M Sell
113,265
-4,290
-4% -$232K 2.28% 7
2021
Q1 		$6.12M Sell
117,555
-11,925
-9% -$596K 2.54% 7
2020
Q4 		$5.95M Sell
129,480
-9,480
-7% -$399K 2.6% 7
2020
Q3 		$5.15M Sell
138,960
-1,515
-1% -$56.6K 2.56% 7
2020
Q2 		$5M Sell
140,475
-2,295
-2% -$76.2K 2.6% 7
2020
Q1 		$4.11M Sell
142,770
-1,250
-0.9% -$46.5K 2.45% 10
2019
Q4 		$5.93M Sell
144,020
-5,305
-4% -$210K 2.84% 8
2019
Q3 		$5.77M Sell
149,325
-47,395
-24% -$1.82M 2.93% 7
2019
Q2 		$7.64M Buy
+196,720
New +$7.54M 3.46% 3

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

Summit Financial Group's IJH Position: Q1 2024 in Review

Summit Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2024, selling an estimated $157K and leaving 92,740 shares worth $5.63M. The position accounts for 2% of the portfolio, ranked #11.

Summit Financial Group first reported a position in IJH in Q2 2019 and has held it in 20 quarters since. The position peaked at $7.64M in Q2 2019. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Summit Financial Group held 92,740 shares of iShares Core S&P Mid-Cap ETF worth $5.63M as of Q1 2024.
  • Summit Financial Group sold 2,770 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $157K.
  • iShares Core S&P Mid-Cap ETF made up 2% of Summit Financial Group's portfolio in Q1 2024, its #11 holding.
  • Summit Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 20 quarters since.
  • Summit Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $7.64M in Q2 2019.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.