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

TFO Wealth 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 Q2	–	Sell	-510	Closed	-$31K	–	390
2024 Q1	$31K	Hold	510	–	–	0.01%	69
2023 Q4	$28.3K	Buy	510 +150	+42%	+$7.61K	0.01%	72
2023 Q3	$18.8K	Hold	360	–	–	﹤0.01%	149
2023 Q2	$18.8K	Hold	360	–	–	﹤0.01%	140
2023 Q1	$18K	Sell	360 -15,525	-98%	-$791K	﹤0.01%	100
2022 Q4	$209K	Buy	15,885 +15,600	+5,474%	+$754K	0.05%	38
2022 Q3	$12K	Hold	285	–	–	﹤0.01%	83
2022 Q2	$13K	Buy	285 +95	+50%	+$4.69K	﹤0.01%	110
2022 Q1	$10K	Hold	190	–	–	﹤0.01%	97
2021 Q4	$10K	Hold	190	–	–	﹤0.01%	91
2021 Q3	$10K	Hold	190	–	–	﹤0.01%	93
2021 Q2	$10K	Hold	190	–	–	﹤0.01%	65
2021 Q1	$10K	Sell	190 -95	-33%	-$4.74K	﹤0.01%	130
2020 Q4	$13K	Hold	285	–	–	﹤0.01%	68
2020 Q3	$11K	Hold	285	–	–	﹤0.01%	75
2020 Q2	$10K	Sell	285 -95	-25%	-$3.15K	﹤0.01%	89
2020 Q1	$10K	Sell	380 -560	-60%	-$20.8K	﹤0.01%	90
2019 Q4	$38K	Buy	+940	New	+$37.3K	0.04%	71

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

TFO Wealth Partners's IJH Position: Q2 2024 in Review

TFO Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 510 shares — an estimated $31K sold.

TFO Wealth Partners first reported a position in IJH in Q4 2019 and held it in 18 quarters. The position peaked at $209K in Q4 2022. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

TFO Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 510 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $31K.
TFO Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 18 quarters.
TFO Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $209K in Q4 2022.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.