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

Cordasco Financial 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 Q2	$4K	Hold	90	–	–	﹤0.01%	479
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	454
2021 Q4	$5K	Sell	90 -190	-68%	-$10.6K	﹤0.01%	460
2021 Q3	$15K	Hold	280	–	–	0.01%	324
2021 Q2	$15K	Hold	280	–	–	0.01%	326
2021 Q1	$15K	Hold	280	–	–	0.01%	318
2020 Q4	$13K	Hold	280	–	–	0.01%	287
2020 Q3	$10K	Buy	280 +190	+211%	+$7.1K	0.01%	312
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	415
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	379
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	378
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	414
2019 Q2	$3K	Hold	90	–	–	﹤0.01%	407
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	401
2018 Q4	$3K	Hold	90	–	–	﹤0.01%	338
2018 Q3	$4K	Hold	90	–	–	﹤0.01%	294
2018 Q2	$4K	Hold	90	–	–	﹤0.01%	306
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	233
2017 Q4	$3K	Sell	90 -10	-10%	-$370	﹤0.01%	217
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	204
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	213
2017 Q1	$3K	Sell	100 -30	-23%	-$1.02K	﹤0.01%	217
2016 Q4	$4K	Hold	130	–	–	﹤0.01%	203
2016 Q3	$4K	Hold	130	–	–	﹤0.01%	217
2016 Q2	$4K	Hold	130	–	–	﹤0.01%	218
2016 Q1	$4K	Hold	130	–	–	﹤0.01%	216
2015 Q4	$4K	Hold	130	–	–	﹤0.01%	238
2015 Q3	$4K	Hold	130	–	–	﹤0.01%	245
2015 Q2	$4K	Sell	130 -1,125	-90%	-$34.3K	﹤0.01%	250
2015 Q1	$38K	Hold	1,255	–	–	0.03%	167
2014 Q4	$36K	Hold	1,255	–	–	0.03%	172
2014 Q3	$34K	Hold	1,255	–	–	0.03%	183
2014 Q2	$36K	Hold	1,255	–	–	0.03%	181
2014 Q1	$35K	Sell	1,255 -1,045	-45%	-$28.1K	0.03%	177
2013 Q4	$62K	Buy	+2,300	New	+$59.4K	0.05%	133

Other funds holding IJH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cordasco Financial Network's IJH Position: Q2 2022 in Review

Cordasco Financial Network held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2022 at 90 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Cordasco Financial Network first reported a position in IJH in Q4 2013 and has held it in 35 quarters since. The position peaked at $62K in Q4 2013. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Cordasco Financial Network held 90 shares of iShares Core S&P Mid-Cap ETF worth $4K as of Q2 2022.
Cordasco Financial Network left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2022.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #479 holding.
Cordasco Financial Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 35 quarters since.
Cordasco Financial Network's iShares Core S&P Mid-Cap ETF position peaked at $62K in Q4 2013.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.