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Family Legacy Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Family Legacy Inc’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
-18,860
Closed -$1.01M – 112
2022
Q1 		$1.01M Sell
18,860
-1,325
-7% -$70.5K 0.42% 72
2021
Q4 		$1.13M Buy
20,185
+505
+3% +$28.1K 0.46% 70
2021
Q3 		$1.05M Buy
19,680
+10,020
+104% +$539K 0.47% 68
2021
Q2 		$511K Buy
9,660
+425
+5% +$22.9K 0.23% 90
2021
Q1 		$481K Sell
9,235
-385
-4% -$19.2K 0.23% 90
2020
Q4 		$442K Buy
9,620
+15
+0.2% +$632 0.23% 92
2020
Q3 		$356K Buy
9,605
+25
+0.3% +$935 0.2% 95
2020
Q2 		$341K Buy
9,580
+245
+3% +$8.14K 0.21% 96
2020
Q1 		$269K Buy
9,335
+685
+8% +$25.5K 0.19% 98
2019
Q4 		$354K Buy
8,650
+195
+2% +$7.73K 0.2% 103
2019
Q3 		$337K Buy
8,455
+460
+6% +$17.7K 0.21% 99
2019
Q2 		$311K Buy
7,995
+315
+4% +$12.1K 0.24% 93
2019
Q1 		$299K Buy
7,680
+500
+7% +$18.5K 0.24% 93
2018
Q4 		$238K Buy
7,180
+40
+0.6% +$1.46K 0.21% 94
2018
Q3 		$287K Sell
7,140
-15
-0.2% -$603 0.23% 94
2018
Q2 		$279K Buy
7,155
+120
+2% +$4.64K 0.24% 92
2018
Q1 		$264K Buy
7,035
+100
+1% +$3.83K 0.24% 94
2017
Q4 		$263K Buy
+6,935
New +$256K 0.24% 95
2017
Q3 		– Sell
-6,025
Closed -$210K – 71
2017
Q2 		$210K Buy
+6,025
New +$208K 0.21% 101

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Legacy Inc's IJH Position: Q2 2022 in Review

Family Legacy Inc sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 18,860 shares — an estimated $1.01M sold.

Family Legacy Inc first reported a position in IJH in Q2 2017 and held it in 19 quarters. The position peaked at $1.13M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Family Legacy Inc reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Family Legacy Inc sold 18,860 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $1.01M.
  • Family Legacy Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 19 quarters.
  • Family Legacy Inc's iShares Core S&P Mid-Cap ETF position peaked at $1.13M 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 Family Legacy Inc's 13F filing for Q2 2022, filed 22 Jul 2022.