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TAP Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TAP Consulting’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 		$10.2M Buy
164,087
+3,797
+2% +$244K 2.09% 8
2024
Q3 		$9.99M Buy
160,290
+1,718
+1% +$104K 1.97% 7
2024
Q2 		$9.28M Buy
158,572
+21,802
+16% +$1.28M 1.96% 7
2024
Q1 		$8.31M Sell
136,770
-3,365
-2% -$191K 1.83% 8
2023
Q4 		$7.77M Buy
140,135
+24,775
+21% +$1.26M 1.85% 9
2023
Q3 		$5.75M Sell
115,360
-14,175
-11% -$743K 1.48% 15
2023
Q2 		$6.77M Sell
129,535
-2,675
-2% -$133K 1.66% 11
2023
Q1 		$6.61M Sell
132,210
-1,205
-0.9% -$61.4K 1.62% 15
2022
Q4 		$6.45M Sell
133,415
-8,130
-6% -$393K 1.69% 12
2022
Q3 		$6.21M Buy
141,545
+3,080
+2% +$149K 1.66% 12
2022
Q2 		$6.26M Sell
138,465
-63,125
-31% -$3.12M 1.74% 12
2022
Q1 		$10.8M Buy
201,590
+8,900
+5% +$474K 2.84% 7
2021
Q4 		$10.9M Buy
192,690
+8,850
+5% +$493K 2.49% 9
2021
Q3 		$9.67M Buy
183,840
+8,025
+5% +$432K 2.6% 9
2021
Q2 		$9.45M Buy
175,815
+4,765
+3% +$257K 2.65% 8
2021
Q1 		$8.9M Buy
171,050
+15,645
+10% +$781K 2.76% 8
2020
Q4 		$7.14M Sell
155,405
-23,640
-13% -$996K 2.57% 8
2020
Q3 		$6.64M Buy
179,045
+54,120
+43% +$2.02M 2.61% 8
2020
Q2 		$4.44M Buy
+124,925
New +$4.15M 2.19% 11

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAP Consulting's IJH Position: Q4 2024 in Review

TAP Consulting increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q4 2024, buying an estimated $244K and bringing the position to 164,087 shares worth $10.2M. The position accounts for 2.09% of the portfolio, ranked #8.

TAP Consulting first reported a position in IJH in Q2 2020 and has held it in 19 quarters since. The position peaked at $10.9M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • TAP Consulting held 164,087 shares of iShares Core S&P Mid-Cap ETF worth $10.2M as of Q4 2024.
  • TAP Consulting bought 3,797 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $244K.
  • iShares Core S&P Mid-Cap ETF made up 2.09% of TAP Consulting's portfolio in Q4 2024, its #8 holding.
  • TAP Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • TAP Consulting's iShares Core S&P Mid-Cap ETF position peaked at $10.9M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.