Vahanian & Associates Financial Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vahanian & Associates Financial Planning’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 Q4	$760K	Sell	13,715 -5,750	-30%	-$292K	3.01%	8
2023 Q3	$971K	Sell	19,465 -1,900	-9%	-$99.6K	3.12%	7
2023 Q2	$1.12M	Sell	21,365 -300	-1%	-$14.9K	3.53%	7
2023 Q1	$1.08M	Sell	21,665 -875	-4%	-$44.6K	3.01%	5
2022 Q4	$1.09M	Sell	22,540 -345	-2%	-$16.7K	3.57%	5
2022 Q3	$1M	Buy	22,885 +9,330	+69%	+$451K	3.46%	7
2022 Q2	$613K	Sell	13,555 -5,390	-28%	-$266K	2.64%	11
2022 Q1	$1.02M	Sell	18,945 -15,130	-44%	-$806K	2.35%	11
2021 Q4	$1.93M	Buy	+34,075	New	+$1.9M	1.56%	12

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vahanian & Associates Financial Planning's IJH Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q4 2023, selling an estimated $292K and leaving 13,715 shares worth $760K. The position accounts for 3.01% of the portfolio, ranked #8.

Vahanian & Associates Financial Planning first reported a position in IJH in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.93M in Q4 2021. 2,169 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Vahanian & Associates Financial Planning held 13,715 shares of iShares Core S&P Mid-Cap ETF worth $760K as of Q4 2023.
Vahanian & Associates Financial Planning sold 5,750 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $292K.
iShares Core S&P Mid-Cap ETF made up 3.01% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #8 holding.
Vahanian & Associates Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Vahanian & Associates Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $1.93M in Q4 2021.
2,169 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.