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

Altium Wealth Management’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	$67.6M	Sell	1,493,190 -40,955	-3%	-$2.02M	4.86%	3
2022 Q1	$82.3M	Buy	1,534,145 +23,940	+2%	+$1.27M	5.31%	3
2021 Q4	$85.5M	Buy	1,510,205 +50,860	+3%	+$2.83M	5.51%	3
2021 Q3	$76.8M	Buy	1,459,345 +92,795	+7%	+$4.99M	5.48%	3
2021 Q2	$73.4M	Buy	1,366,550 +82,310	+6%	+$4.44M	5.38%	3
2021 Q1	$66.9M	Buy	1,284,240 +45,730	+4%	+$2.28M	5.36%	3
2020 Q4	$56.9M	Buy	1,238,510 +57,555	+5%	+$2.43M	5.03%	3
2020 Q3	$43.8M	Buy	1,180,955 +37,025	+3%	+$1.38M	4.55%	4
2020 Q2	$40.7M	Buy	1,143,930 +37,610	+3%	+$1.25M	4.57%	4
2020 Q1	$31.8M	Sell	1,106,320 -7,420	-0.7%	-$276K	4.36%	4
2019 Q4	$45.8M	Buy	1,113,740 +90,985	+9%	+$3.61M	5.49%	3
2019 Q3	$39.5M	Buy	1,022,755 +102,145	+11%	+$3.93M	5.32%	3
2019 Q2	$35.8M	Buy	920,610 +117,155	+15%	+$4.49M	5.19%	4
2019 Q1	$30.4M	Buy	803,455 +141,260	+21%	+$5.22M	4.86%	4
2018 Q4	$22M	Sell	662,195 -74,625	-10%	-$2.72M	4.2%	4
2018 Q3	$29.7M	Buy	736,820 +231,765	+46%	+$9.32M	5.69%	3
2018 Q2	$19.7M	Buy	505,055 +116,925	+30%	+$4.52M	5.25%	3
2018 Q1	$14.6M	Buy	388,130 +61,675	+19%	+$2.36M	5.73%	3
2017 Q4	$12.4M	Buy	+326,455	New	+$12.1M	5.67%	3

Other funds holding IJH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's IJH Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2022, selling an estimated $2.02M and leaving 1,493,190 shares worth $67.6M. The position accounts for 4.86% of the portfolio, ranked #3.

Altium Wealth Management first reported a position in IJH in Q4 2017 and has held it in 19 quarters since. The position peaked at $85.5M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Altium Wealth Management held 1,493,190 shares of iShares Core S&P Mid-Cap ETF worth $67.6M as of Q2 2022.
Altium Wealth Management sold 40,955 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $2.02M.
iShares Core S&P Mid-Cap ETF made up 4.86% of Altium Wealth Management's portfolio in Q2 2022, its #3 holding.
Altium Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $85.5M in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.