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

TCWP’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
2023 Q4	–	Sell	-77,390	Closed	-$3.86M	–	72
2023 Q3	$3.86M	Buy	77,390 +2,930	+4%	+$154K	2.94%	4
2023 Q2	$3.89M	Buy	74,460 +1,765	+2%	+$87.7K	0.83%	39
2023 Q1	$3.64M	Sell	72,695 -4,195	-5%	-$214K	0.69%	41
2022 Q4	$3.72M	Sell	76,890 -6,650	-8%	-$321K	0.76%	40
2022 Q3	$3.66M	Buy	83,540 +9,685	+13%	+$468K	0.78%	37
2022 Q2	$3.34M	Sell	73,855 -765	-1%	-$37.8K	0.71%	38
2022 Q1	$4M	Sell	74,620 -705	-0.9%	-$37.5K	0.73%	30
2021 Q4	$4.26M	Buy	+75,325	New	+$4.19M	0.85%	38

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCWP's IJH Position: Q4 2023 in Review

TCWP sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 77,390 shares — an estimated $3.86M sold.

TCWP first reported a position in IJH in Q4 2021 and held it in 8 quarters. The position peaked at $4.26M in Q4 2021. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

TCWP reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
TCWP sold 77,390 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $3.86M.
TCWP first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 8 quarters.
TCWP's iShares Core S&P Mid-Cap ETF position peaked at $4.26M in Q4 2021.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.