Wintrust Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.31M | Buy |
101,204
+1,953
| +2% | +$125K | 5.55% | 1 |
|
|
2024
Q3 | $6.18M | Sell |
99,251
-853,724
| -90% | -$51.5M | 4.58% | 2 |
|
|
2024
Q2 | $55.8M | Buy |
952,975
+39,625
| +4% | +$2.33M | 4.54% | 2 |
|
|
2024
Q1 | $55.5M | Sell |
913,350
-15,650
| -2% | -$886K | 4.89% | 1 |
|
|
2023
Q4 | $51.5M | Buy |
929,000
+6,325
| +0.7% | +$321K | 4.99% | 1 |
|
|
2023
Q3 | $46M | Sell |
922,675
-1,580
| -0.2% | -$82.8K | 4.82% | 2 |
|
|
2023
Q2 | $48.3M | Buy |
924,255
+5,050
| +0.5% | +$251K | 4.85% | 2 |
|
|
2023
Q1 | $46M | Sell |
919,205
-111,345
| -11% | -$5.67M | 5.87% | 2 |
|
|
2022
Q4 | $49.9M | Sell |
1,030,550
-10,295
| -1% | -$497K | 6.51% | 1 |
|
|
2022
Q3 | $45.6M | Buy |
1,040,845
+57,695
| +6% | +$2.79M | 5.71% | 1 |
|
|
2022
Q2 | $44.5M | Buy |
983,150
+1,920
| +0.2% | +$94.8K | 5.32% | 1 |
|
|
2022
Q1 | $52.7M | Buy |
981,230
+100,645
| +11% | +$5.36M | 5.07% | 2 |
|
|
2021
Q4 | $49.9M | Buy |
880,585
+43,525
| +5% | +$2.42M | 4.74% | 3 |
|
|
2021
Q3 | $44M | Buy |
837,060
+66,590
| +9% | +$3.58M | 5.95% | 3 |
|
|
2021
Q2 | $41.4M | Sell |
770,470
-10,525
| -1% | -$568K | 4.25% | 5 |
|
|
2021
Q1 | $40.7M | Buy |
+780,995
| New | +$39M | 4.21% | 3 |
|
|
2020
Q4 | – | Sell |
-182,635
| Closed | -$6.77M | – | 268 |
|
|
2020
Q3 | $6.77M | Sell |
182,635
-39,765
| -18% | -$1.49M | 0.93% | 22 |
|
|
2020
Q2 | $7.91M | Sell |
222,400
-398,910
| -64% | -$13.2M | 1.11% | 20 |
|
|
2020
Q1 | $17.9M | Sell |
621,310
-167,185
| -21% | -$6.22M | 2.94% | 9 |
|
|
2019
Q4 | $32.5M | Sell |
788,495
-1,240
| -0.2% | -$49.1K | 4.55% | 3 |
|
|
2019
Q3 | $30.5M | Buy |
789,735
+20,460
| +3% | +$786K | 4.55% | 3 |
|
|
2019
Q2 | $29.9M | Buy |
769,275
+11,705
| +2% | +$449K | 4.53% | 3 |
|
|
2019
Q1 | $28.7M | Buy |
757,570
+7,385
| +1% | +$273K | 4.66% | 2 |
|
|
2018
Q4 | $24.9M | Sell |
750,185
-47,965
| -6% | -$1.75M | 4.66% | 2 |
|
|
2018
Q3 | $32.1M | Buy |
798,150
+15,075
| +2% | +$606K | 5.24% | 1 |
|
|
2018
Q2 | $30.5M | Sell |
783,075
-1,780
| -0.2% | -$68.8K | 5.3% | 1 |
|
|
2018
Q1 | $29.4M | Buy |
784,855
+13,745
| +2% | +$526K | 7.47% | 1 |
|
|
2017
Q4 | $29.3M | Buy |
771,110
+33,135
| +4% | +$1.23M | 6.83% | 1 |
|
|
2017
Q3 | $26.4M | Buy |
737,975
+51,820
| +8% | +$1.8M | 6.67% | 1 |
|
|
2017
Q2 | $23.9M | Buy |
686,155
+30,360
| +5% | +$1.05M | 6.35% | 1 |
|
|
2017
Q1 | $22.5M | Buy |
655,795
+5,195
| +0.8% | +$177K | 6.4% | 1 |
|
|
2016
Q4 | $21.5M | Buy |
650,600
+66,835
| +11% | +$2.12M | 8.96% | 1 |
|
|
2016
Q3 | $18.1M | Buy |
583,765
+32,100
| +6% | +$992K | 8.36% | 3 |
|
|
2016
Q2 | $6.48M | Buy |
+551,665
| New | +$16.2M | 12.76% | 4 |
|
Other funds holding IJH
Wintrust Investments's IJH Position: Q4 2024 in Review
Wintrust Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q4 2024, buying an estimated $125K and bringing the position to 101,204 shares worth $6.31M. The position accounts for 5.55% of the portfolio, ranked #1.
Wintrust Investments first reported a position in IJH in Q2 2016 and has held it in 34 quarters since. The position peaked at $55.8M in Q2 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.
- Wintrust Investments held 101,204 shares of iShares Core S&P Mid-Cap ETF worth $6.31M as of Q4 2024.
- Wintrust Investments bought 1,953 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $125K.
- iShares Core S&P Mid-Cap ETF made up 5.55% of Wintrust Investments's portfolio in Q4 2024, its #1 holding.
- Wintrust Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 34 quarters since.
- Wintrust Investments's iShares Core S&P Mid-Cap ETF position peaked at $55.8M in Q2 2024.
- 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.