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

Channel Wealth’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	–	Sell	-4,850	Closed	-$243K	–	201
2023 Q1	$243K	Buy	+4,850	New	+$247K	0.16%	161

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

Channel Wealth's IJH Position: Q2 2023 in Review

Channel Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2023, closing a stake of 4,850 shares — an estimated $243K sold.

Channel Wealth first reported a position in IJH in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Channel Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Channel Wealth sold 4,850 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $243K.
Channel Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
Channel Wealth's iShares Core S&P Mid-Cap ETF position peaked at $243K in Q1 2023.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Channel Wealth's 13F filing for Q2 2023, filed 26 Jul 2023.