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

Evolution Wealth Advisors’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
2023 Q4	–	Sell	-4,710	Closed	-$235K	–	130
2023 Q3	$235K	Buy	4,710 +235	+5%	+$12.3K	0.05%	104
2023 Q2	$234K	Sell	4,475 -155	-3%	-$7.7K	0.05%	102
2023 Q1	$232K	Hold	4,630	–	–	0.06%	106
2022 Q4	$224K	Buy	+4,630	New	+$224K	0.06%	112
2022 Q3	–	Sell	-4,760	Closed	-$215K	–	117
2022 Q2	$215K	Buy	4,760 +285	+6%	+$14.1K	0.05%	100
2022 Q1	$240K	Hold	4,475	–	–	0.05%	99
2021 Q4	$253	Hold	4,475	–	–	0.04%	110
2021 Q3	$235K	Hold	4,475	–	–	0.05%	98
2021 Q2	$241K	Hold	4,475	–	–	0.05%	102
2021 Q1	$233K	Hold	4,475	–	–	0.05%	97
2020 Q4	$206K	Sell	4,475 -2,750	-38%	-$116K	0.05%	99
2020 Q3	$268K	Buy	7,225 +4,475	+163%	+$167K	0.07%	86
2020 Q2	$98K	Sell	2,750 -100	-4%	-$3.32K	0.03%	116
2020 Q1	$82K	Sell	2,850 -9,580	-77%	-$356K	0.03%	97
2019 Q4	$512K	Buy	12,430 +3,400	+38%	+$135K	0.13%	46
2019 Q3	$349K	Buy	+9,030	New	+$347K	0.17%	26
2019 Q2	–	Sell	-120,535	Closed	-$4.57M	–	475
2019 Q1	$4.57M	Buy	120,535 +13,185	+12%	+$487K	2.1%	17
2018 Q4	$3.56M	Buy	+107,350	New	+$3.92M	1.63%	20

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's IJH Position: Q4 2023 in Review

Evolution Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 4,710 shares — an estimated $235K sold.

Evolution Wealth Advisors first reported a position in IJH in Q4 2018 and held it in 18 quarters. The position peaked at $4.57M in Q1 2019. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Evolution Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 4,710 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $235K.
Evolution Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 18 quarters.
Evolution Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.57M in Q1 2019.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Evolution Wealth Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.