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

Engrave Wealth Partners’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	–	Sell	-5,815	Closed	-$312K	–	60
2022 Q1	$312K	Hold	5,815	–	–	0.12%	42
2021 Q4	$329K	Hold	5,815	–	–	0.1%	53
2021 Q3	$306K	Sell	5,815 -285	-5%	-$15.3K	0.09%	56
2021 Q2	$328K	Buy	6,100 +285	+5%	+$15.4K	0.1%	60
2021 Q1	$303K	Hold	5,815	–	–	0.12%	53
2020 Q4	$281K	Hold	5,815	–	–	0.23%	45
2020 Q3	$225K	Sell	5,815 -265	-4%	-$9.91K	0.22%	44
2020 Q2	$216K	Hold	6,080	–	–	0.19%	47
2020 Q1	$174K	Sell	6,080 -310	-5%	-$11.5K	0.21%	43
2019 Q4	$263K	Buy	+6,390	New	+$253K	0.25%	37

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

Engrave Wealth Partners's IJH Position: Q2 2022 in Review

Engrave Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 5,815 shares — an estimated $312K sold.

Engrave Wealth Partners first reported a position in IJH in Q4 2019 and held it in 10 quarters. The position peaked at $329K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Engrave Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Engrave Wealth Partners sold 5,815 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $312K.
Engrave Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 10 quarters.
Engrave Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $329K 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 Engrave Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.