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

Domani 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 Q1	$19.3M	Buy	386,520 +500	+0.1%	+$25.5K	4.49%	6
2022 Q4	$18.7M	Buy	386,020 +4,945	+1%	+$239K	4.67%	4
2022 Q3	$16.7M	Sell	381,075 -810	-0.2%	-$39.2K	4.9%	5
2022 Q2	$17.3M	Sell	381,885 -2,325	-0.6%	-$115K	4.72%	5
2022 Q1	$20.6M	Sell	384,210 -1,170	-0.3%	-$62.3K	4.46%	5
2021 Q4	$21.8M	Sell	385,380 -9,700	-2%	-$540K	4.27%	7
2021 Q3	$20.8M	Sell	395,080 -2,145	-0.5%	-$115K	4.35%	6
2021 Q2	$21.3M	Sell	397,225 -4,845	-1%	-$262K	4.31%	6
2021 Q1	$20.9M	Sell	402,070 -4,310	-1%	-$215K	4.03%	7
2020 Q4	$18.7M	Buy	406,380 +1,205	+0.3%	+$50.8K	3.8%	9
2020 Q3	$15M	Buy	405,175 +3,085	+0.8%	+$115K	3.3%	10
2020 Q2	$14.3M	Buy	402,090 +29,350	+8%	+$975K	3.34%	10
2020 Q1	$10.7M	Buy	372,740 +359,310	+2,675%	+$13.4M	2.87%	9
2019 Q4	$553K	Buy	13,430 +220	+2%	+$8.72K	0.18%	59
2019 Q3	$511K	Hold	13,210	–	–	0.19%	59
2019 Q2	$513K	Hold	13,210	–	–	0.19%	54
2019 Q1	$500K	Sell	13,210 -1,000	-7%	-$36.9K	0.2%	55
2018 Q4	$472K	Hold	14,210	–	–	0.22%	54
2018 Q3	$572K	Sell	14,210 -1,660	-10%	-$66.7K	0.25%	49
2018 Q2	$618K	Hold	15,870	–	–	0.28%	46
2018 Q1	$595K	Buy	15,870 +470	+3%	+$18K	0.25%	47
2017 Q4	$585K	Sell	15,400 -5,110	-25%	-$189K	0.26%	51
2017 Q3	$734K	Sell	20,510 -5,390	-21%	-$188K	0.32%	44
2017 Q2	$901K	Buy	25,900 +345	+1%	+$11.9K	0.37%	41
2017 Q1	$875K	Sell	25,555 -3,080	-11%	-$105K	0.36%	42
2016 Q4	$947K	Sell	28,635 -9,365	-25%	-$297K	0.38%	44
2016 Q3	$1.18M	Sell	38,000 -6,430	-14%	-$199K	0.45%	41
2016 Q2	$1.33M	Sell	44,430 -18,060	-29%	-$530K	0.52%	37
2016 Q1	$1.8M	Buy	62,490 +6,495	+12%	+$173K	0.68%	29
2015 Q4	$1.56M	Buy	+55,995	New	+$1.6M	0.61%	35

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Domani Wealth's IJH Position: Q1 2023 in Review

Domani Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q1 2023, buying an estimated $25.5K and bringing the position to 386,520 shares worth $19.3M. The position accounts for 4.49% of the portfolio, ranked #6.

Domani Wealth first reported a position in IJH in Q4 2015 and has held it in 30 quarters since. The position peaked at $21.8M in Q4 2021. 1,913 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Domani Wealth held 386,520 shares of iShares Core S&P Mid-Cap ETF worth $19.3M as of Q1 2023.
Domani Wealth bought 500 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $25.5K.
iShares Core S&P Mid-Cap ETF made up 4.49% of Domani Wealth's portfolio in Q1 2023, its #6 holding.
Domani Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 30 quarters since.
Domani Wealth's iShares Core S&P Mid-Cap ETF position peaked at $21.8M in Q4 2021.
1,913 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.