TD Ameritrade Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TD Ameritrade Investment Management’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 Q3	–	Sell	-882,045	Closed	-$46.1M	–	215
2023 Q2	$46.1M	Sell	882,045 -48,510	-5%	-$2.41M	0.49%	35
2023 Q1	$46.6M	Sell	930,555 -47,805	-5%	-$2.44M	0.48%	36
2022 Q4	$47.3M	Sell	978,360 -62,740	-6%	-$3.03M	0.47%	35
2022 Q3	$45.7M	Sell	1,041,100 -41,195	-4%	-$1.99M	0.46%	36
2022 Q2	$49M	Sell	1,082,295 -516,375	-32%	-$25.5M	0.43%	38
2022 Q1	$85.8M	Buy	1,598,670 +7,275	+0.5%	+$387K	0.64%	32
2021 Q4	$90.1M	Sell	1,591,395 -685,065	-30%	-$38.1M	0.63%	31
2021 Q3	$84.4M	Buy	2,276,460 +602,645	+36%	+$32.4M	0.69%	30
2021 Q2	$90M	Sell	1,673,815 -438,870	-21%	-$23.7M	0.64%	30
2021 Q1	$97.1M	Hold	2,112,685	–	–	0.74%	29
2020 Q4	$97.1M	Sell	2,112,685 -163,775	-7%	-$6.9M	0.74%	29
2020 Q3	$84.4M	Sell	2,276,460 -514,150	-18%	-$19.2M	0.69%	30
2020 Q2	$99.2M	Sell	2,790,610 -223,805	-7%	-$7.43M	0.83%	26
2020 Q1	$86.7M	Sell	3,014,415 -1,109,200	-27%	-$41.2M	0.8%	29
2019 Q4	$170M	Sell	4,123,615 -367,160	-8%	-$14.6M	1.29%	19
2019 Q3	$174M	Sell	4,490,775 -102,310	-2%	-$3.93M	1.39%	18
2019 Q2	$178M	Sell	4,593,085 -204,995	-4%	-$7.86M	1.45%	17
2019 Q1	$182M	Buy	4,798,080 +232,035	+5%	+$8.57M	1.53%	18
2018 Q4	$152M	Buy	4,566,045 +211,350	+5%	+$7.71M	1.4%	18
2018 Q3	$175M	Buy	4,354,695 +1,482,455	+52%	+$59.6M	1.43%	17
2018 Q2	$112M	Buy	2,872,240 +2,803,385	+4,071%	+$108M	0.95%	25
2018 Q1	$2.58M	Buy	68,855 +68,585	+25,402%	+$2.62M	0.03%	58
2017 Q4	$10K	Buy	+270	New	+$9.98K	﹤0.01%	93
2014 Q2	–	Sell	-450	Closed	-$12K	–	94
2014 Q1	$12K	Buy	+450	New	+$12.1K	﹤0.01%	105

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TD Ameritrade Investment Management's IJH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 882,045 shares — an estimated $46.1M sold.

TD Ameritrade Investment Management first reported a position in IJH in Q1 2014 and held it in 24 quarters. The position peaked at $182M in Q1 2019. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 882,045 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $46.1M.
TD Ameritrade Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and held it in 24 quarters.
TD Ameritrade Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $182M in Q1 2019.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.