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

Sweet Financial Partners’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 Q3	$3.33M	Buy	53,502 +427	+0.8%	+$25.8K	0.72%	25
2024 Q2	$3.11M	Buy	53,075 +35	+0.1%	+$2.06K	0.71%	27
2024 Q1	$3.22M	Buy	53,040 +6,860	+15%	+$388K	0.74%	23
2023 Q4	$2.56M	Buy	46,180 +13,775	+43%	+$699K	0.61%	31
2023 Q3	$1.62M	Buy	32,405 +6,400	+25%	+$335K	0.43%	52
2023 Q2	$1.36M	Buy	26,005 +4,990	+24%	+$248K	0.35%	61
2023 Q1	$1.05M	Buy	21,015 +16,110	+328%	+$821K	0.29%	66
2022 Q4	$237K	Hold	4,905	–	–	0.07%	151
2022 Q3	$215K	Hold	4,905	–	–	0.07%	155
2022 Q2	$222K	Hold	4,905	–	–	0.07%	153
2022 Q1	$263K	Buy	4,905 +110	+2%	+$5.86K	0.07%	144
2021 Q4	$271K	Buy	+4,795	New	+$267K	0.11%	117

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sweet Financial Partners's IJH Position: Q3 2024 in Review

Sweet Financial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.8% in Q3 2024, buying an estimated $25.8K and bringing the position to 53,502 shares worth $3.33M. The position accounts for 0.72% of the portfolio, ranked #25.

Sweet Financial Partners first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. 2,305 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Sweet Financial Partners held 53,502 shares of iShares Core S&P Mid-Cap ETF worth $3.33M as of Q3 2024.
Sweet Financial Partners bought 427 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $25.8K.
iShares Core S&P Mid-Cap ETF made up 0.72% of Sweet Financial Partners's portfolio in Q3 2024, its #25 holding.
Sweet Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
2,305 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.