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

WR Wealth Planners’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 Q4	$13.2K	Sell	212 -13	-6%	-$834	﹤0.01%	553
2024 Q3	$14K	Sell	225 -107	-32%	-$6.45K	﹤0.01%	574
2024 Q2	$19.4K	Sell	332 -46	-12%	-$2.7K	0.01%	450
2024 Q1	$23K	Sell	378 -5,267	-93%	-$298K	0.01%	428
2023 Q4	$313K	Sell	5,645 -710	-11%	-$36K	0.12%	142
2023 Q3	$317K	Buy	+6,355	New	+$333K	0.12%	133
2023 Q1	–	Sell	-200	Closed	-$9.68K	–	939
2022 Q4	$9.68K	Buy	200 +180	+900%	+$8.7K	0.01%	272
2022 Q3	$877	Hold	20	–	–	﹤0.01%	429
2022 Q2	$905	Sell	20 -85	-81%	-$4.2K	﹤0.01%	459
2022 Q1	$5.69K	Buy	+105	New	+$5.59K	﹤0.01%	347

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's IJH Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.8% in Q4 2024, selling an estimated $834 and leaving 212 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

WR Wealth Planners first reported a position in IJH in Q1 2022 and has held it in 10 quarters since. The position peaked at $317K in Q3 2023. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

WR Wealth Planners held 212 shares of iShares Core S&P Mid-Cap ETF worth $13.2K as of Q4 2024.
WR Wealth Planners sold 13 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $834.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #553 holding.
WR Wealth Planners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
WR Wealth Planners's iShares Core S&P Mid-Cap ETF position peaked at $317K in Q3 2023.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.