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

TrinityPoint Wealth’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
Q4 		$1.89M Buy
30,277
+974
+3% +$62.5K 0.27% 87
2024
Q3 		$1.83M Buy
29,303
+2,117
+8% +$128K 0.26% 94
2024
Q2 		$1.59M Buy
27,186
+602
+2% +$35.4K 0.25% 102
2024
Q1 		$1.61M Buy
26,584
+1,029
+4% +$58.3K 0.27% 93
2023
Q4 		$1.42M Buy
25,555
+285
+1% +$14.5K 0.26% 98
2023
Q3 		$1.26M Buy
25,270
+17,040
+207% +$893K 0.25% 101
2023
Q2 		$430K Buy
8,230
+695
+9% +$34.5K 0.08% 189
2023
Q1 		$377K Buy
7,535
+95
+1% +$4.84K 0.08% 197
2022
Q4 		$360K Buy
7,440
+760
+11% +$36.7K 0.08% 199
2022
Q3 		$293K Hold
6,680
– – 0.07% 208
2022
Q2 		$302K Sell
6,680
-220
-3% -$10.9K 0.07% 212
2022
Q1 		$370K Sell
6,900
-950
-12% -$50.6K 0.07% 215
2021
Q4 		$444K Sell
7,850
-1,515
-16% -$84.3K 0.08% 202
2021
Q3 		$493K Sell
9,365
-295
-3% -$15.9K 0.09% 186
2021
Q2 		$519K Sell
9,660
-1,200
-11% -$64.8K 0.11% 163
2021
Q1 		$565K Hold
10,860
– – 0.13% 137
2020
Q4 		$526K Buy
10,860
+625
+6% +$26.3K 0.13% 140
2020
Q3 		$379K Buy
10,235
+205
+2% +$7.66K 0.11% 163
2020
Q2 		$357K Sell
10,030
-2,675
-21% -$88.8K 0.11% 155
2020
Q1 		$366K Sell
12,705
-3,475
-21% -$129K 0.15% 138
2019
Q4 		$666K Hold
16,180
– – 0.22% 115
2019
Q3 		$645K Sell
16,180
-1,615
-9% -$62.1K 0.22% 113
2019
Q2 		$705K Sell
17,795
-625
-3% -$24K 0.34% 76
2019
Q1 		$698K Sell
18,420
-475
-3% -$17.5K 0.34% 81
2018
Q4 		$628K Buy
+18,895
New +$689K 0.39% 70

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TrinityPoint Wealth's IJH Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q4 2024, buying an estimated $62.5K and bringing the position to 30,277 shares worth $1.89M. The position accounts for 0.27% of the portfolio, ranked #87.

TrinityPoint Wealth first reported a position in IJH in Q4 2018 and has held it in 25 quarters since. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • TrinityPoint Wealth held 30,277 shares of iShares Core S&P Mid-Cap ETF worth $1.89M as of Q4 2024.
  • TrinityPoint Wealth bought 974 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $62.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.27% of TrinityPoint Wealth's portfolio in Q4 2024, its #87 holding.
  • TrinityPoint Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.