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

Tolleson Wealth 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	-3,880	Closed	-$203K	–	78
2023 Q2	$203K	Buy	+3,880	New	+$193K	0.05%	80

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

Tolleson Wealth Management's IJH Position: Q3 2023 in Review

Tolleson Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 3,880 shares — an estimated $203K sold.

Tolleson Wealth Management first reported a position in IJH in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Tolleson Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Tolleson Wealth Management sold 3,880 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $203K.
Tolleson Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
Tolleson Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $203K in Q2 2023.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Tolleson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.