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

Clearview 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 Q4	–	Sell	-18,410	Closed	-$918K	–	120
2023 Q3	$918K	Buy	18,410 +17,310	+1,574%	+$907K	1.14%	22
2023 Q2	$57.4K	Buy	1,100 +5	+0.5%	+$248	0.06%	187
2023 Q1	$54.9K	Hold	1,095	–	–	0.06%	192
2022 Q4	$53.1K	Hold	1,095	–	–	0.04%	165
2022 Q3	$48K	Hold	1,095	–	–	0.04%	170
2022 Q2	$50K	Sell	1,095 -460	-30%	-$22.7K	0.04%	187
2022 Q1	$84K	Hold	1,555	–	–	0.06%	149
2021 Q4	$88K	Hold	1,555	–	–	0.05%	166
2021 Q3	$82K	Hold	1,555	–	–	0.05%	183
2021 Q2	$84K	Hold	1,555	–	–	0.05%	184
2021 Q1	$81K	Hold	1,555	–	–	0.05%	184
2020 Q4	$72K	Buy	+1,555	New	+$65.5K	0.05%	168

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Clearview Wealth Advisors's IJH Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 18,410 shares — an estimated $918K sold.

Clearview Wealth Advisors first reported a position in IJH in Q4 2020 and held it in 12 quarters. The position peaked at $918K in Q3 2023. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Clearview Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 18,410 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $918K.
Clearview Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 12 quarters.
Clearview Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $918K in Q3 2023.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.