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

BDO Wealth 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
2023 Q2	$36M	Buy	688,630 +10,320	+2%	+$513K	4.13%	4
2023 Q1	$33.9M	Sell	678,310 -9,625	-1%	-$490K	4.16%	4
2022 Q4	$33.3M	Sell	687,935 -12,685	-2%	-$613K	4.14%	4
2022 Q3	$30.7M	Buy	700,620 +9,195	+1%	+$445K	4.08%	3
2022 Q2	$31.3M	Buy	691,425 +1,975	+0.3%	+$97.5K	3.85%	5
2022 Q1	$37M	Buy	689,450 +37,135	+6%	+$1.98M	3.95%	3
2021 Q4	$36.9M	Buy	652,315 +1,585	+0.2%	+$88.2K	3.91%	2
2021 Q3	$34.2M	Buy	650,730 +25,710	+4%	+$1.38M	3.77%	3
2021 Q2	$33.6M	Buy	625,020 +17,805	+3%	+$961K	3.72%	3
2021 Q1	$31.6M	Buy	607,215 +26,175	+5%	+$1.31M	3.73%	3
2020 Q4	$26.7M	Buy	581,040 +36,095	+7%	+$1.52M	3.76%	7
2020 Q3	$20.2M	Buy	544,945 +6,880	+1%	+$257K	3.29%	9
2020 Q2	$19.1M	Buy	538,065 +24,675	+5%	+$819K	3.36%	8
2020 Q1	$14.8M	Buy	513,390 +76,850	+18%	+$2.86M	2.99%	10
2019 Q4	$18M	Sell	436,540 -9,090	-2%	-$360K	4.64%	4
2019 Q3	$17.2M	Buy	445,630 +36,695	+9%	+$1.41M	4.41%	5
2019 Q2	$15.9M	Buy	408,935 +22,870	+6%	+$877K	4.33%	3
2019 Q1	$14.6M	Buy	386,065 +49,370	+15%	+$1.82M	4.25%	3
2018 Q4	$11.2M	Buy	336,695 +350	+0.1%	+$12.8K	3.85%	5
2018 Q3	$13.5M	Sell	336,345 -4,500	-1%	-$181K	4.38%	5
2018 Q2	$13.3M	Buy	340,845 +19,555	+6%	+$755K	4.52%	5
2018 Q1	$12.1M	Sell	321,290 -35,425	-10%	-$1.36M	4.52%	5
2017 Q4	$13.5M	Sell	356,715 -14,175	-4%	-$524K	6.08%	5
2017 Q3	$13.3M	Sell	370,890 -12,135	-3%	-$423K	6.58%	4
2017 Q2	$13.3M	Buy	+383,025	New	+$13.2M	5.82%	4

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

BDO Wealth Advisors's IJH Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2023, buying an estimated $513K and bringing the position to 688,630 shares worth $36M. The position accounts for 4.13% of the portfolio, ranked #4.

BDO Wealth Advisors first reported a position in IJH in Q2 2017 and has held it in 25 quarters since. The position peaked at $37M in Q1 2022. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

BDO Wealth Advisors held 688,630 shares of iShares Core S&P Mid-Cap ETF worth $36M as of Q2 2023.
BDO Wealth Advisors bought 10,320 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $513K.
iShares Core S&P Mid-Cap ETF made up 4.13% of BDO Wealth Advisors's portfolio in Q2 2023, its #4 holding.
BDO Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $37M in Q1 2022.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.