First Capital Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Capital Advisors Group’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 Q2	$333K	Hold	6,370	–	–	0.17%	97
2023 Q1	$319K	Sell	6,370 -90	-1%	-$4.58K	0.2%	102
2022 Q4	$313K	Buy	6,460 +105	+2%	+$5.07K	0.21%	108
2022 Q3	$279K	Sell	6,355 -45	-0.7%	-$2.18K	0.23%	107
2022 Q2	$290K	Buy	+6,400	New	+$316K	0.2%	119
2018 Q4	–	Sell	-5,070	Closed	-$204K	–	161
2018 Q3	$204K	Buy	+5,070	New	+$204K	0.13%	162
2018 Q2	–	Sell	-5,070	Closed	-$190K	–	443
2018 Q1	$190K	Buy	+5,070	New	+$194K	0.11%	169

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

First Capital Advisors Group's IJH Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2023 at 6,370 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #97.

First Capital Advisors Group first reported a position in IJH in Q1 2018 and has held it in 7 quarters since. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

First Capital Advisors Group held 6,370 shares of iShares Core S&P Mid-Cap ETF worth $333K as of Q2 2023.
First Capital Advisors Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2023.
iShares Core S&P Mid-Cap ETF made up 0.17% of First Capital Advisors Group's portfolio in Q2 2023, its #97 holding.
First Capital Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 7 quarters since.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.