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

Williams 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 Q1	–	Sell	-10,640	Closed	-$590K	–	27
2023 Q4	$590K	Buy	10,640 +50	+0.5%	+$2.54K	0.43%	23
2023 Q3	$528K	Buy	+10,590	New	+$555K	0.4%	24

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Williams Financial's IJH Position: Q1 2024 in Review

Williams Financial sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 10,640 shares — an estimated $590K sold.

Williams Financial first reported a position in IJH in Q3 2023 and held it in 2 quarters. The position peaked at $590K in Q4 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Williams Financial reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Williams Financial sold 10,640 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $590K.
Williams Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
Williams Financial's iShares Core S&P Mid-Cap ETF position peaked at $590K in Q4 2023.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Williams Financial's 13F filing for Q1 2024, filed 10 Apr 2024.