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

Echo 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	-8,710	Closed	-$405K	–	48
2022 Q2	$405K	Hold	8,710	–	–	0.54%	29
2022 Q1	$456K	Hold	8,710	–	–	0.54%	33
2021 Q4	$483K	Sell	8,710 -685	-7%	-$38.1K	0.55%	34
2021 Q3	$504K	Sell	9,395 -220	-2%	-$11.8K	0.6%	31
2021 Q2	$508K	Sell	9,615 -1,645	-15%	-$88.8K	0.65%	30
2021 Q1	$586K	Sell	11,260 -1,795	-14%	-$89.6K	0.74%	29
2020 Q4	$600K	Buy	+13,055	New	+$550K	0.78%	26

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

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

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

Echo Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 8,710 shares — an estimated $405K sold.

Echo Wealth Management first reported a position in IJH in Q4 2020 and held it in 7 quarters. The position peaked at $600K in Q4 2020. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Echo Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 8,710 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $405K.
Echo Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
Echo Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $600K in Q4 2020.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.