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Wilbanks Smith & Thomas Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$2.36M Buy
38,828
+603
+2% +$34.1K 0.07% 155
2023
Q4 		$2.12M Sell
38,225
-1,695
-4% -$86K 0.06% 159
2023
Q3 		$1.99M Buy
39,920
+355
+0.9% +$18.6K 0.07% 155
2023
Q2 		$2.07M Buy
39,565
+2,615
+7% +$130K 0.07% 163
2023
Q1 		$1.85M Sell
36,950
-20,510
-36% -$1.04M 0.06% 166
2022
Q4 		$2.78M Buy
57,460
+22,045
+62% +$1.07M 0.11% 131
2022
Q3 		$1.55M Buy
35,415
+6,375
+22% +$308K 0.07% 171
2022
Q2 		$1.31M Buy
29,040
+7,075
+32% +$349K 0.06% 197
2022
Q1 		$1.11M Sell
21,965
-170
-0.8% -$9.05K 0.04% 212
2021
Q4 		$1.25M Buy
22,135
+415
+2% +$23.1K 0.04% 213
2021
Q3 		$1.14M Buy
21,720
+1,640
+8% +$88.2K 0.04% 209
2021
Q2 		$1.08M Sell
20,080
-75
-0.4% -$4.05K 0.04% 219
2021
Q1 		$1.05M Buy
20,155
+180
+0.9% +$8.99K 0.05% 207
2020
Q4 		$918K Buy
19,975
+470
+2% +$19.8K 0.04% 199
2020
Q3 		$723K Sell
19,505
-65
-0.3% -$2.43K 0.04% 204
2020
Q2 		$696K Buy
19,570
+95
+0.5% +$3.15K 0.04% 198
2020
Q1 		$560K Buy
19,475
+6,335
+48% +$236K 0.04% 203
2019
Q4 		$541K Buy
13,140
+870
+7% +$34.5K 0.03% 238
2019
Q3 		$474K Hold
12,270
– – 0.03% 238
2019
Q2 		$477K Hold
12,270
– – 0.03% 237
2019
Q1 		$465K Buy
12,270
+2,825
+30% +$104K 0.03% 242
2018
Q4 		$314K Sell
9,445
-6,290
-40% -$229K 0.02% 257
2018
Q3 		$633K Buy
15,735
+320
+2% +$12.9K 0.04% 208
2018
Q2 		$600K Hold
15,415
– – 0.05% 175
2018
Q1 		$578K Buy
15,415
+3,820
+33% +$146K 0.05% 175
2017
Q4 		$440K Sell
11,595
-295
-2% -$10.9K 0.03% 211
2017
Q3 		$425K Buy
11,890
+5,110
+75% +$178K 0.04% 210
2017
Q2 		$236K Hold
6,780
– – 0.02% 278
2017
Q1 		$232K Buy
+6,780
New +$231K 0.02% 280
2014
Q3 		– Sell
-11,255
Closed -$322K – 298
2014
Q2 		$322K Buy
+11,255
New +$309K 0.03% 212
2014
Q1 		– Sell
-21,100
Closed -$565K – 291
2013
Q4 		$565K Buy
+21,100
New +$545K 0.07% 156

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IJH Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q1 2024, buying an estimated $34.1K and bringing the position to 38,828 shares worth $2.36M. The position accounts for 0.07% of the portfolio, ranked #155.

Wilbanks Smith & Thomas Asset Management first reported a position in IJH in Q4 2013 and has held it in 31 quarters since. The position peaked at $2.78M in Q4 2022. 2,224 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 38,828 shares of iShares Core S&P Mid-Cap ETF worth $2.36M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 603 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $34.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #155 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 31 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.78M in Q4 2022.
  • 2,224 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.