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

Affinia Financial 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
2023 Q2	$3.21M	Buy	59,790 +1,165	+2%	+$57.9K	2.23%	7
2023 Q1	$2.92M	Buy	58,625 +11,590	+25%	+$590K	2.16%	6
2022 Q4	$2.36M	Buy	+47,035	New	+$2.27M	2%	7
2020 Q1	–	Sell	-19,220	Closed	-$477K	–	20
2019 Q4	$477K	Buy	+19,220	New	+$762K	0.31%	11

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Affinia Financial Group's IJH Position: Q2 2023 in Review

Affinia Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2023, buying an estimated $57.9K and bringing the position to 59,790 shares worth $3.21M. The position accounts for 2.23% of the portfolio, ranked #7.

Affinia Financial Group first reported a position in IJH in Q4 2019 and has held it in 4 quarters since. 1,962 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Affinia Financial Group held 59,790 shares of iShares Core S&P Mid-Cap ETF worth $3.21M as of Q2 2023.
Affinia Financial Group bought 1,165 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $57.9K.
iShares Core S&P Mid-Cap ETF made up 2.23% of Affinia Financial Group's portfolio in Q2 2023, its #7 holding.
Affinia Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
1,962 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.