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

Claraphi Advisory Network’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	–	Sell	-22,365	Closed	-$1.01M	–	244
2022 Q2	$1.01M	Buy	22,365 +30	+0.1%	+$1.48K	0.36%	66
2022 Q1	$1.2M	Buy	+22,335	New	+$1.19M	0.35%	60
2020 Q2	–	Sell	-2,625	Closed	-$76K	–	713
2020 Q1	$76K	Buy	+2,625	New	+$97.6K	0.04%	394
2019 Q4	–	Sell	-7,875	Closed	-$304K	–	295
2019 Q3	$304K	Buy	7,875 +110	+1%	+$4.23K	0.18%	129
2019 Q2	$301K	Buy	+7,765	New	+$298K	0.18%	149
2018 Q4	–	Sell	-20,460	Closed	-$823K	–	239
2018 Q3	$823K	Sell	20,460 -4,695	-19%	-$189K	0.46%	52
2018 Q2	$980K	Sell	25,155 -4,450	-15%	-$172K	0.63%	39
2018 Q1	$1.11M	Buy	29,605 +4,540	+18%	+$174K	0.79%	29
2017 Q4	$951K	Buy	+25,065	New	+$927K	0.74%	27

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Claraphi Advisory Network's IJH Position: Q3 2022 in Review

Claraphi Advisory Network sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 22,365 shares — an estimated $1.01M sold.

Claraphi Advisory Network first reported a position in IJH in Q4 2017 and held it in 9 quarters. The position peaked at $1.2M in Q1 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Claraphi Advisory Network reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 22,365 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $1.01M.
Claraphi Advisory Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
Claraphi Advisory Network's iShares Core S&P Mid-Cap ETF position peaked at $1.2M in Q1 2022.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.