Financial Advantage’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Advantage’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 Q2	–	Sell	-2,220	Closed	-$115K	–	118
2021 Q1	$115K	Hold	2,220	–	–	0.1%	43
2020 Q4	$102K	Hold	2,220	–	–	0.09%	42
2020 Q3	$82K	Hold	2,220	–	–	0.08%	44
2020 Q2	$78K	Hold	2,220	–	–	0.06%	47
2020 Q1	$63K	Hold	2,220	–	–	0.06%	47
2019 Q4	$91K	Hold	2,220	–	–	0.06%	43
2019 Q3	$85K	Hold	2,220	–	–	0.06%	51
2019 Q2	$86K	Hold	2,220	–	–	0.06%	43
2019 Q1	$84K	Hold	2,220	–	–	0.06%	45
2018 Q4	$73K	Buy	+2,220	New	+$81K	0.06%	48
2017 Q4	–	Sell	-2,220	Closed	-$79K	–	64
2017 Q3	$79K	Buy	+2,220	New	+$77.3K	0.06%	47
2015 Q4	–	Sell	-2,220	Closed	-$61K	–	67
2015 Q3	$61K	Hold	2,220	–	–	0.06%	52
2015 Q2	$67K	Buy	+2,220	New	+$67.7K	0.06%	47

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Financial Advantage's IJH Position: Q2 2021 in Review

Financial Advantage sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 2,220 shares — an estimated $115K sold.

Financial Advantage first reported a position in IJH in Q2 2015 and held it in 13 quarters. The position peaked at $115K in Q1 2021. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Financial Advantage reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Financial Advantage sold 2,220 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $115K.
Financial Advantage first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and held it in 13 quarters.
Financial Advantage's iShares Core S&P Mid-Cap ETF position peaked at $115K in Q1 2021.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Financial Advantage's 13F filing for Q2 2021, filed 4 Aug 2021.