Sutton Place Investors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sutton Place Investors’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 Q2	–	Sell	-7,910	Closed	-$480K	–	137
2024 Q1	$480K	Sell	7,910 -170	-2%	-$9.63K	0.24%	104
2023 Q4	$448K	Sell	8,080 -920	-10%	-$46.7K	0.32%	90
2023 Q3	$449K	Buy	9,000 +2,625	+41%	+$138K	0.58%	40
2023 Q2	$333K	Hold	6,375	–	–	0.46%	49
2023 Q1	$319K	Sell	6,375 -310	-5%	-$15.8K	0.43%	43
2022 Q4	$323K	Sell	6,685 -920	-12%	-$44.4K	0.46%	44
2022 Q3	$333K	Hold	7,605	–	–	0.5%	39
2022 Q2	$344K	Hold	7,605	–	–	0.5%	44
2022 Q1	$392K	Sell	7,605 -775	-9%	-$41.3K	0.47%	46
2021 Q4	$474K	Buy	+8,380	New	+$466K	0.55%	51

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Place Investors's IJH Position: Q2 2024 in Review

Sutton Place Investors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 7,910 shares — an estimated $480K sold.

Sutton Place Investors first reported a position in IJH in Q4 2021 and held it in 10 quarters. The position peaked at $480K in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Sutton Place Investors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Sutton Place Investors sold 7,910 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $480K.
Sutton Place Investors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
Sutton Place Investors's iShares Core S&P Mid-Cap ETF position peaked at $480K in Q1 2024.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Sutton Place Investors's 13F filing for Q2 2024, filed 18 Jul 2024.