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

AJ Wealth Strategies’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	$3.24M	Buy	62,030 +95	+0.2%	+$4.72K	0.16%	70
2023 Q1	$3.1M	Buy	61,935 +20,100	+48%	+$1.02M	0.16%	67
2022 Q4	$2.02M	Buy	41,835 +465	+1%	+$22.5K	0.11%	87
2022 Q3	$1.81M	Buy	41,370 +190	+0.5%	+$9.19K	0.11%	89
2022 Q2	$1.86M	Buy	41,180 +33,950	+470%	+$1.68M	0.1%	92
2022 Q1	$388K	Hold	7,230	–	–	0.02%	225
2021 Q4	$409K	Hold	7,230	–	–	0.02%	217
2021 Q3	$380K	Hold	7,230	–	–	0.02%	215
2021 Q2	$389K	Hold	7,230	–	–	0.02%	201
2021 Q1	$376K	Hold	7,230	–	–	0.03%	191
2020 Q4	$332K	Hold	7,230	–	–	0.03%	184
2020 Q3	$268K	Sell	7,230 -10,525	-59%	-$393K	0.03%	176
2020 Q2	$631K	Hold	17,755	–	–	0.07%	114
2020 Q1	$511K	Buy	+17,755	New	+$660K	0.07%	92

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

AJ Wealth Strategies's IJH Position: Q2 2023 in Review

AJ Wealth Strategies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q2 2023, buying an estimated $4.72K and bringing the position to 62,030 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #70.

AJ Wealth Strategies first reported a position in IJH in Q1 2020 and has held it in 14 quarters since. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

AJ Wealth Strategies held 62,030 shares of iShares Core S&P Mid-Cap ETF worth $3.24M as of Q2 2023.
AJ Wealth Strategies bought 95 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $4.72K.
iShares Core S&P Mid-Cap ETF made up 0.16% of AJ Wealth Strategies's portfolio in Q2 2023, its #70 holding.
AJ Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 14 quarters since.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.