Aire Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aire Advisors’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 Q1	–	Sell	-4,800	Closed	-$232K	–	140
2022 Q4	$232K	Buy	4,800 +20	+0.4%	+$966	0.07%	120
2022 Q3	$210K	Buy	4,780 +30	+0.6%	+$1.45K	0.07%	128
2022 Q2	$215K	Sell	4,750 -3,855	-45%	-$190K	0.08%	132
2022 Q1	$462K	Buy	8,605 +335	+4%	+$17.8K	0.16%	81
2021 Q4	$467K	Buy	+8,270	New	+$460K	0.2%	59

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

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

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

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

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

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

Aire Advisors's IJH Position: Q1 2023 in Review

Aire Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 4,800 shares — an estimated $232K sold.

Aire Advisors first reported a position in IJH in Q4 2021 and held it in 5 quarters. The position peaked at $467K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Aire Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Aire Advisors sold 4,800 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $232K.
Aire Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Aire Advisors's iShares Core S&P Mid-Cap ETF position peaked at $467K in Q4 2021.
1,914 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Aire Advisors's 13F filing for Q1 2023, filed 15 May 2023.