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

Emerson 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
2022 Q2	$19K	Hold	415	–	–	0.01%	46
2022 Q1	$22K	Hold	415	–	–	0.01%	45
2021 Q4	$23K	Hold	415	–	–	0.01%	39
2021 Q3	$22K	Hold	415	–	–	0.01%	34
2021 Q2	$22K	Hold	415	–	–	0.01%	34
2021 Q1	$22K	Buy	+415	New	+$20.7K	0.01%	35

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

Emerson Wealth's IJH Position: Q2 2022 in Review

Emerson Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2022 at 415 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #46.

Emerson Wealth first reported a position in IJH in Q1 2021 and has held it in 6 quarters since. The position peaked at $23K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Emerson Wealth held 415 shares of iShares Core S&P Mid-Cap ETF worth $19K as of Q2 2022.
Emerson Wealth 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 Emerson Wealth's portfolio in Q2 2022, its #46 holding.
Emerson Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 6 quarters since.
Emerson Wealth's iShares Core S&P Mid-Cap ETF position peaked at $23K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.