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Allen Mooney & Barnes Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Allen Mooney & Barnes Investment 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
2022
Q2 		– Sell
-18,720
Closed -$1M – 142
2022
Q1 		$1M Buy
+18,720
New +$997K 0.22% 72

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IJH Position: Q2 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 18,720 shares — an estimated $1M sold.

Allen Mooney & Barnes Investment Advisors first reported a position in IJH in Q1 2022 and held it in 1 quarter. The position peaked at $1M in Q1 2022. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Allen Mooney & Barnes Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 18,720 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $1M.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1M in Q1 2022.
  • 1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2022, filed 23 May 2024.