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

TNF’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	$1.01M	Sell	16,210 -28	-0.2%	-$1.69K	0.36%	36
2024 Q2	$973K	Sell	16,238 -119	-0.7%	-$6.99K	0.36%	37
2024 Q1	$947K	Sell	16,357 -2,573	-14%	-$146K	0.37%	35
2023 Q4	$1.05M	Sell	18,930 -29,100	-61%	-$1.48M	0.42%	34
2023 Q3	$2.32M	Buy	48,030 +32,785	+215%	+$1.72M	1.08%	21
2023 Q2	$797K	Hold	15,245	–	–	0.35%	30
2023 Q1	$757K	Sell	15,245 -2,410	-14%	-$123K	0.34%	31
2022 Q4	$942K	Sell	17,655 -630	-3%	-$30.4K	0.43%	29
2022 Q3	$824K	Hold	18,285	–	–	0.42%	31
2022 Q2	$875K	Sell	18,285 -2,500	-12%	-$123K	0.42%	34
2022 Q1	$1.07M	Hold	20,785	–	–	0.48%	30
2021 Q4	$1.15M	Hold	20,785	–	–	0.48%	34
2021 Q3	$1.14M	Buy	+20,785	New	+$1.12M	0.49%	35

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TNF's IJH Position: Q3 2024 in Review

TNF reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q3 2024, selling an estimated $1.69K and leaving 16,210 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #36.

TNF first reported a position in IJH in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.32M in Q3 2023. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

TNF held 16,210 shares of iShares Core S&P Mid-Cap ETF worth $1.01M as of Q3 2024.
TNF sold 28 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $1.69K.
iShares Core S&P Mid-Cap ETF made up 0.36% of TNF's portfolio in Q3 2024, its #36 holding.
TNF first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
TNF's iShares Core S&P Mid-Cap ETF position peaked at $2.32M in Q3 2023.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on TNF's 13F filing for Q3 2024, filed 25 Oct 2024.