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

Drive Wealth Management’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
-5,940
Closed -$269K – 174
2022
Q2 		$269K Buy
+5,940
New +$293K 0.25% 120

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Drive Wealth Management's IJH Position: Q3 2022 in Review

Drive Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 5,940 shares — an estimated $269K sold.

Drive Wealth Management first reported a position in IJH in Q2 2022 and held it in 1 quarter. The position peaked at $269K in Q2 2022. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Drive Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Drive Wealth Management sold 5,940 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $269K.
  • Drive Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Drive Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $269K in Q2 2022.
  • 1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Drive Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.