Woodmont Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Woodmont Investment Counsel’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	-1,065	Closed	-$64.7K	–	292
2024 Q1	$64.7K	Buy	+1,065	New	+$60.3K	0.01%	290
2023 Q1	–	Sell	-4,525	Closed	-$219K	–	253
2022 Q4	$219K	Sell	4,525 -350	-7%	-$16.9K	0.02%	238
2022 Q3	$214K	Buy	+4,875	New	+$236K	0.03%	232
2018 Q4	–	Sell	-6,055	Closed	-$244K	–	181
2018 Q3	$244K	Buy	+6,055	New	+$243K	0.07%	152
2018 Q2	–	Sell	-6,920	Closed	-$260K	–	172
2018 Q1	$260K	Hold	6,920	–	–	0.07%	157
2017 Q4	$263K	Sell	6,920 -125	-2%	-$4.62K	0.07%	165
2017 Q3	$252K	Hold	7,045	–	–	0.07%	167
2017 Q2	$245K	Hold	7,045	–	–	0.07%	165
2017 Q1	$233K	Hold	7,045	–	–	0.07%	173
2016 Q4	$233K	Buy	7,045 +480	+7%	+$15.2K	0.07%	177
2016 Q3	$203K	Sell	6,565 -17,700	-73%	-$547K	0.06%	168
2016 Q2	$725K	Buy	24,265 +21,350	+732%	+$626K	0.22%	109
2016 Q1	$84K	Hold	2,915	–	–	0.03%	224
2015 Q4	$81K	Hold	2,915	–	–	0.02%	228
2015 Q3	$80K	Hold	2,915	–	–	0.02%	230
2015 Q2	$87K	Buy	+2,915	New	+$88.9K	0.03%	226

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 $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Woodmont Investment Counsel's IJH Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 1,065 shares — an estimated $64.7K sold.

Woodmont Investment Counsel first reported a position in IJH in Q2 2015 and held it in 16 quarters. The position peaked at $725K in Q2 2016. 2,219 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 1,065 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $64.7K.
Woodmont Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and held it in 16 quarters.
Woodmont Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $725K in Q2 2016.
2,219 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.