Advisory Resource Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advisory Resource Group’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
2021 Q1	–	Sell	-88,540	Closed	-$4.07M	–	118
2020 Q4	$4.07M	Buy	88,540 +1,095	+1%	+$46.1K	2.02%	12
2020 Q3	$3.24M	Buy	87,445 +6,220	+8%	+$233K	1.9%	10
2020 Q2	$2.89M	Buy	81,225 +21,475	+36%	+$713K	1.78%	11
2020 Q1	$1.72M	Sell	59,750 -6,480	-10%	-$241K	1.31%	13
2019 Q4	$2.73M	Sell	66,230 -152,680	-70%	-$6.05M	1.54%	10
2019 Q3	$8.46M	Sell	218,910 -15,770	-7%	-$606K	4.54%	6
2019 Q2	$9.12M	Buy	234,680 +8,755	+4%	+$336K	5%	5
2019 Q1	$8.54M	Buy	225,925 +3,015	+1%	+$111K	4.76%	6
2018 Q4	$7.4M	Buy	+222,910	New	+$8.13M	4.54%	6

Other funds holding IJH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisory Resource Group's IJH Position: Q1 2021 in Review

Advisory Resource Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 88,540 shares — an estimated $4.07M sold.

Advisory Resource Group first reported a position in IJH in Q4 2018 and held it in 9 quarters. The position peaked at $9.12M in Q2 2019. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Advisory Resource Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Advisory Resource Group sold 88,540 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $4.07M.
Advisory Resource Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 9 quarters.
Advisory Resource Group's iShares Core S&P Mid-Cap ETF position peaked at $9.12M in Q2 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Advisory Resource Group's 13F filing for Q1 2021, filed 24 May 2021.