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

Waterway Wealth Management’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 		– Sell
-3,475
Closed -$211K – 69
2024
Q1 		$211K Sell
3,475
-2,630
-43% -$149K 0.09% 67
2023
Q4 		$339K Buy
+6,105
New +$310K 0.14% 50

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

Waterway Wealth Management's IJH Position: Q2 2024 in Review

Waterway Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 3,475 shares — an estimated $211K sold.

Waterway Wealth Management first reported a position in IJH in Q4 2023 and held it in 2 quarters. The position peaked at $339K in Q4 2023. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Waterway Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Waterway Wealth Management sold 3,475 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $211K.
  • Waterway Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Waterway Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $339K in Q4 2023.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Waterway Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.