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

Accel Wealth 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
2023 Q2	–	Sell	-445	Closed	-$22.3K	–	504
2023 Q1	$22.3K	Hold	445	–	–	0.01%	676
2022 Q4	$21.5K	Hold	445	–	–	0.01%	531
2022 Q3	$21K	Hold	445	–	–	0.01%	543
2022 Q2	$20K	Hold	445	–	–	0.01%	544
2022 Q1	$24K	Sell	445 -810	-65%	-$43.1K	0.01%	511
2021 Q4	$71K	Hold	1,255	–	–	0.03%	317
2021 Q3	$66K	Hold	1,255	–	–	0.04%	282
2021 Q2	$67K	Hold	1,255	–	–	0.04%	290
2021 Q1	$65K	Sell	1,255 -80	-6%	-$4K	0.05%	275
2020 Q4	$61K	Buy	+1,335	New	+$56.2K	0.06%	264

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accel Wealth Management's IJH Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2023, closing a stake of 445 shares — an estimated $22.3K sold.

Accel Wealth Management first reported a position in IJH in Q4 2020 and held it in 10 quarters. The position peaked at $71K in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Accel Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 445 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $22.3K.
Accel Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $71K in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.