Avalon Investment & Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Avalon Investment & Advisory’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	$312K	Hold	6,240	–	–	0.01%	282
2022 Q4	$302K	Hold	6,240	–	–	0.01%	281
2022 Q3	$274K	Hold	6,240	–	–	0.01%	266
2022 Q2	$282K	Hold	6,240	–	–	0.01%	279
2022 Q1	$335K	Buy	+6,240	New	+$332K	0.01%	274
2020 Q1	–	Sell	-5,305	Closed	-$218K	–	325
2019 Q4	$218K	Buy	+5,305	New	+$210K	﹤0.01%	317

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avalon Investment & Advisory's IJH Position: Q1 2023 in Review

Avalon Investment & Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2023 at 6,240 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #282.

Avalon Investment & Advisory first reported a position in IJH in Q4 2019 and has held it in 6 quarters since. The position peaked at $335K in Q1 2022. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Avalon Investment & Advisory held 6,240 shares of iShares Core S&P Mid-Cap ETF worth $312K as of Q1 2023.
Avalon Investment & Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2023.
iShares Core S&P Mid-Cap ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #282 holding.
Avalon Investment & Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Avalon Investment & Advisory's iShares Core S&P Mid-Cap ETF position peaked at $335K in Q1 2022.
1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.