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

American Portfolios 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 Q3	$3.58M	Sell	81,625 -585	-0.7%	-$28.3K	0.15%	136
2022 Q2	$3.72M	Buy	82,210 +225	+0.3%	+$11.1K	0.15%	136
2022 Q1	$4.4M	Sell	81,985 -31,050	-27%	-$1.65M	0.15%	132
2021 Q4	$6.4M	Buy	113,035 +43,365	+62%	+$2.41M	0.22%	88
2021 Q3	$3.67M	Buy	69,670 +5,590	+9%	+$301K	0.14%	147
2021 Q2	$3.44M	Sell	64,080 -96,965	-60%	-$5.24M	0.13%	149
2021 Q1	$8.38M	Buy	161,045 +92,965	+137%	+$4.64M	0.37%	49
2020 Q4	$3.13M	Buy	68,080 +365	+0.5%	+$15.4K	0.16%	125
2020 Q3	$2.51M	Buy	67,715 +330	+0.5%	+$12.3K	0.14%	136
2020 Q2	$2.4M	Sell	67,385 -14,170	-17%	-$471K	0.16%	141
2020 Q1	$2.35M	Sell	81,555 -2,155	-3%	-$80.1K	0.2%	116
2019 Q4	$3.45M	Sell	83,710 -33,715	-29%	-$1.34M	0.25%	91
2019 Q3	$4.54M	Buy	117,425 +31,775	+37%	+$1.22M	0.37%	56
2019 Q2	$3.33M	Buy	85,650 +4,345	+5%	+$167K	0.28%	81
2019 Q1	$3.08M	Buy	81,305 +5,840	+8%	+$216K	0.29%	80
2018 Q4	$2.51M	Sell	75,465 -2,425	-3%	-$88.5K	0.31%	78
2018 Q3	$3.14M	Buy	77,890 +23,595	+43%	+$948K	0.36%	60
2018 Q2	$2.12M	Buy	54,295 +6,105	+13%	+$236K	0.29%	77
2018 Q1	$1.81M	Buy	48,190 +895	+2%	+$34.2K	0.27%	80
2017 Q4	$1.8M	Buy	+47,295	New	+$1.75M	0.28%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 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

American Portfolios Advisors's IJH Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.71% in Q3 2022, selling an estimated $28.3K and leaving 81,625 shares worth $3.58M. The position accounts for 0.15% of the portfolio, ranked #136.

American Portfolios Advisors first reported a position in IJH in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.38M in Q1 2021. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

American Portfolios Advisors held 81,625 shares of iShares Core S&P Mid-Cap ETF worth $3.58M as of Q3 2022.
American Portfolios Advisors sold 585 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $28.3K.
iShares Core S&P Mid-Cap ETF made up 0.15% of American Portfolios Advisors's portfolio in Q3 2022, its #136 holding.
American Portfolios Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.38M in Q1 2021.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.