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

Essex Private 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 Q2	–	Sell	-15,000	Closed	-$805K	–	35
2022 Q1	$805K	Sell	15,000 -7,500	-33%	-$399K	2.17%	15
2021 Q4	$1.27M	Sell	22,500 -165	-0.7%	-$9.19K	1.08%	19
2021 Q3	$1.19M	Sell	22,665 -1,350	-6%	-$72.6K	1.08%	17
2021 Q2	$1.29M	Hold	24,015	–	–	1.18%	17
2021 Q1	$1.25M	Hold	24,015	–	–	1.19%	17
2020 Q4	$1.1M	Hold	24,015	–	–	1.08%	21
2020 Q3	$890K	Sell	24,015 -220	-0.9%	-$8.22K	0.92%	26
2020 Q2	$861K	Buy	24,235 +14,220	+142%	+$472K	1%	24
2020 Q1	$288K	Sell	10,015 -10,000	-50%	-$372K	0.38%	43
2019 Q4	$823K	Buy	+20,015	New	+$793K	0.83%	29

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

Essex Private Wealth Management's IJH Position: Q2 2022 in Review

Essex Private Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 15,000 shares — an estimated $805K sold.

Essex Private Wealth Management first reported a position in IJH in Q4 2019 and held it in 10 quarters. The position peaked at $1.29M in Q2 2021. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Essex Private Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 15,000 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $805K.
Essex Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 10 quarters.
Essex Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.29M in Q2 2021.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.