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

Adams Chetwood 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
2022 Q1	$316K	Buy	+5,895	New	+$314K	0.18%	67

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adams Chetwood Wealth Management's IJH Position: Q1 2022 in Review

Adams Chetwood Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022: 5,895 shares worth $316K. The stake represents 0.18% of the portfolio and ranks #67 among its holdings.

1,841 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Adams Chetwood Wealth Management held 5,895 shares of iShares Core S&P Mid-Cap ETF worth $316K as of Q1 2022.
iShares Core S&P Mid-Cap ETF was a new Adams Chetwood Wealth Management position in Q1 2022.
iShares Core S&P Mid-Cap ETF made up 0.18% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #67 holding.
1,841 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.