Ziegler Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ziegler Capital 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	$38.7K	Hold	6,365	–	–	﹤0.01%	397
2023 Q4	$353K	Hold	6,365	–	–	0.02%	376
2023 Q3	$317K	Hold	6,365	–	–	0.01%	371
2023 Q2	$333K	Hold	6,365	–	–	0.01%	375
2023 Q1	$318K	Sell	6,365 -860	-12%	-$43.8K	0.01%	373
2022 Q4	$350K	Hold	7,225	–	–	0.01%	362
2022 Q3	$317K	Buy	7,225 +2,700	+60%	+$131K	0.01%	363
2022 Q2	$205K	Buy	4,525 +155	+4%	+$7.65K	0.01%	385
2022 Q1	$235K	Hold	4,370	–	–	0.01%	364
2021 Q4	$247K	Sell	4,370 -2,815	-39%	-$157K	0.01%	406
2021 Q3	$378K	Sell	7,185 -5,490	-43%	-$295K	0.01%	394
2021 Q2	$681K	Sell	12,675 -610	-5%	-$32.9K	0.02%	369
2021 Q1	$692K	Hold	13,285	–	–	0.02%	366
2020 Q4	$611K	Hold	13,285	–	–	0.02%	373
2020 Q3	$492K	Hold	13,285	–	–	0.02%	373
2020 Q2	$472K	Hold	13,285	–	–	0.02%	382
2020 Q1	$382K	Buy	+13,285	New	+$494K	0.01%	442

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

Ziegler Capital Management's IJH Position: Q1 2024 in Review

Ziegler Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2024 at 6,365 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Ziegler Capital Management first reported a position in IJH in Q1 2020 and has held it in 17 quarters since. The position peaked at $692K in Q1 2021. 2,224 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Ziegler Capital Management held 6,365 shares of iShares Core S&P Mid-Cap ETF worth $38.7K as of Q1 2024.
Ziegler Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2024.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Ziegler Capital Management's portfolio in Q1 2024, its #397 holding.
Ziegler Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 17 quarters since.
Ziegler Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $692K in Q1 2021.
2,224 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.