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

Bray Capital 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
2021 Q1	–	Sell	-2,565	Closed	-$118K	–	267
2020 Q4	$118K	Sell	2,565 -1,125	-30%	-$47.4K	0.03%	151
2020 Q3	$137K	Sell	3,690 -730	-17%	-$27.3K	0.05%	144
2020 Q2	$157K	Sell	4,420 -2,285	-34%	-$75.9K	0.06%	134
2020 Q1	$193K	Hold	6,705	–	–	0.09%	118
2019 Q4	$276K	Buy	6,705 +865	+15%	+$34.3K	0.1%	120
2019 Q3	$226K	Hold	5,840	–	–	0.09%	134
2019 Q2	$227K	Hold	5,840	–	–	0.09%	145
2019 Q1	$221K	Buy	5,840 +170	+3%	+$6.28K	0.09%	139
2018 Q4	$188K	Buy	5,670 +185	+3%	+$6.75K	0.09%	145
2018 Q3	$221K	Hold	5,485	–	–	0.1%	130
2018 Q2	$214K	Buy	5,485 +800	+17%	+$30.9K	0.1%	128
2018 Q1	$176K	Buy	+4,685	New	+$179K	0.08%	146
2015 Q4	–	Sell	-6,055	Closed	-$165K	–	211
2015 Q3	$165K	Sell	6,055 -80	-1%	-$2.33K	0.1%	131
2015 Q2	$184K	Sell	6,135 -1,275	-17%	-$38.9K	0.11%	132
2015 Q1	$225K	Buy	+7,410	New	+$219K	0.13%	130

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bray Capital Advisors's IJH Position: Q1 2021 in Review

Bray Capital Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 2,565 shares — an estimated $118K sold.

Bray Capital Advisors first reported a position in IJH in Q1 2015 and held it in 15 quarters. The position peaked at $276K in Q4 2019. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Bray Capital Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Bray Capital Advisors sold 2,565 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $118K.
Bray Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and held it in 15 quarters.
Bray Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $276K in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Bray Capital Advisors's 13F filing for Q1 2021, filed 3 May 2021.