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

VitalStone Financial’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 		$3.58M Buy
57,496
+5,538
+11% +$334K 2.44% 9
2024
Q2 		$3.04M Sell
51,958
-11,242
-18% -$660K 2.2% 11
2024
Q1 		$3.84M Sell
63,200
-8,360
-12% -$473K 2.93% 7
2023
Q4 		$3.97M Sell
71,560
-3,990
-5% -$202K 3.17% 7
2023
Q3 		$3.68M Buy
+75,550
New +$3.96M 3.11% 7

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VitalStone Financial's IJH Position: Q3 2024 in Review

VitalStone Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q3 2024, buying an estimated $334K and bringing the position to 57,496 shares worth $3.58M. The position accounts for 2.44% of the portfolio, ranked #9.

VitalStone Financial first reported a position in IJH in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.97M in Q4 2023. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • VitalStone Financial held 57,496 shares of iShares Core S&P Mid-Cap ETF worth $3.58M as of Q3 2024.
  • VitalStone Financial bought 5,538 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $334K.
  • iShares Core S&P Mid-Cap ETF made up 2.44% of VitalStone Financial's portfolio in Q3 2024, its #9 holding.
  • VitalStone Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • VitalStone Financial's iShares Core S&P Mid-Cap ETF position peaked at $3.97M in Q4 2023.
  • 2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.