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

Walden Wealth Partners’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
Q2 		$1.26M Buy
21,615
+315
+1% +$18.5K 0.71% 23
2024
Q1 		$1.26M Sell
21,300
-1,190
-5% -$67.4K 0.73% 23
2023
Q4 		$1.25M Buy
+22,490
New +$1.14M 0.79% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walden Wealth Partners's IJH Position: Q2 2024 in Review

Walden Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2024, buying an estimated $18.5K and bringing the position to 21,615 shares worth $1.26M. The position accounts for 0.71% of the portfolio, ranked #23.

Walden Wealth Partners first reported a position in IJH in Q4 2023 and has held it in 3 quarters since. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Walden Wealth Partners held 21,615 shares of iShares Core S&P Mid-Cap ETF worth $1.26M as of Q2 2024.
  • Walden Wealth Partners bought 315 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $18.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.71% of Walden Wealth Partners's portfolio in Q2 2024, its #23 holding.
  • Walden Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.