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

Valley Wealth Managers’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	–	Sell	-2,605	Closed	-$130K	–	364
2023 Q3	$130K	Hold	2,605	–	–	0.01%	193
2023 Q2	$136K	Sell	2,605 -25	-1%	-$1.24K	0.01%	173
2023 Q1	$132K	Sell	2,630 -440	-14%	-$22.4K	0.01%	181
2022 Q4	$149K	Hold	3,070	–	–	0.01%	180
2022 Q3	$135K	Sell	3,070 -23,270	-88%	-$1.13M	0.01%	192
2022 Q2	$1.19M	Hold	26,340	–	–	0.11%	108
2022 Q1	$1.41M	Sell	26,340 -2,330	-8%	-$124K	0.12%	103
2021 Q4	$1.62M	Hold	28,670	–	–	0.13%	102
2021 Q3	$1.51M	Sell	28,670 -450	-2%	-$24.2K	0.13%	103
2021 Q2	$1.56M	Sell	29,120 -210	-0.7%	-$11.3K	0.13%	103
2021 Q1	$1.53M	Sell	29,330 -1,250	-4%	-$62.4K	0.14%	102
2020 Q4	$1.41M	Sell	30,580 -37,840	-55%	-$1.59M	0.14%	103
2020 Q3	$2.54M	Sell	68,420 -5,250	-7%	-$196K	0.28%	68
2020 Q2	$2.62M	Sell	73,670 -1,820	-2%	-$60.4K	0.29%	69
2020 Q1	$2.17M	Sell	75,490 -2,240	-3%	-$83.3K	0.28%	74
2019 Q4	$3.2M	Sell	77,730 -8,135	-9%	-$322K	0.32%	57
2019 Q3	$3.32M	Sell	85,865 -2,660	-3%	-$102K	0.35%	55
2019 Q2	$3.44M	Sell	88,525 -7,475	-8%	-$286K	0.37%	52
2019 Q1	$3.64M	Buy	96,000 +84,080	+705%	+$3.11M	0.4%	47
2018 Q4	$396K	Buy	+11,920	New	+$435K	0.05%	127

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

Valley Wealth Managers's IJH Position: Q4 2023 in Review

Valley Wealth Managers sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 2,605 shares — an estimated $130K sold.

Valley Wealth Managers first reported a position in IJH in Q4 2018 and held it in 20 quarters. The position peaked at $3.64M in Q1 2019. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Valley Wealth Managers reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Valley Wealth Managers sold 2,605 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $130K.
Valley Wealth Managers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 20 quarters.
Valley Wealth Managers's iShares Core S&P Mid-Cap ETF position peaked at $3.64M in Q1 2019.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.