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

Filbrandt 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
2021 Q3	$19K	Hold	365	–	–	0.01%	116
2021 Q2	$20K	Hold	365	–	–	0.01%	117
2021 Q1	$19K	Hold	365	–	–	0.01%	116
2020 Q4	$17K	Hold	365	–	–	0.01%	121
2020 Q3	$14K	Sell	365 -595	-62%	-$22.2K	0.01%	120
2020 Q2	$34K	Buy	960 +485	+102%	+$16.1K	0.03%	148
2020 Q1	$14K	Buy	475 +110	+30%	+$4.09K	0.02%	114
2019 Q4	$15K	Buy	+365	New	+$14.5K	0.01%	131

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Filbrandt Wealth Management's IJH Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2021 at 365 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #116.

Filbrandt Wealth Management first reported a position in IJH in Q4 2019 and has held it in 8 quarters since. The position peaked at $34K in Q2 2020. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Filbrandt Wealth Management held 365 shares of iShares Core S&P Mid-Cap ETF worth $19K as of Q3 2021.
Filbrandt Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2021.
iShares Core S&P Mid-Cap ETF made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #116 holding.
Filbrandt Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $34K in Q2 2020.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.