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

First Command Financial Services’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	$5.08M	Sell	97,065 -29,290	-23%	-$1.46M	0.48%	22
2023 Q1	$6.32M	Sell	126,355 -34,955	-22%	-$1.78M	0.65%	17
2022 Q4	$7.8M	Buy	161,310 +115,675	+253%	+$5.59M	0.99%	11
2022 Q3	$2M	Buy	45,635 +5,270	+13%	+$255K	0.29%	23
2022 Q2	$1.83M	Sell	40,365 -8,975	-18%	-$443K	0.27%	26
2022 Q1	$2.65M	Sell	49,340 -4,245	-8%	-$226K	0.36%	23
2021 Q4	$3.03M	Sell	53,585 -4,400	-8%	-$245K	0.45%	21
2021 Q3	$3.05M	Sell	57,985 -675	-1%	-$36.3K	0.52%	18
2021 Q2	$3.15M	Sell	58,660 -4,060	-6%	-$219K	0.35%	18
2021 Q1	$3.27M	Buy	62,720 +3,615	+6%	+$181K	0.7%	16
2020 Q4	$2.72M	Buy	59,105 +28,085	+91%	+$1.18M	0.66%	16
2020 Q3	$1.15M	Sell	31,020 -7,460	-19%	-$279K	0.33%	32
2020 Q2	$1.37M	Buy	38,480 +16,765	+77%	+$557K	0.44%	27
2020 Q1	$625K	Buy	21,715 +6,020	+38%	+$224K	0.34%	41
2019 Q4	$646K	Buy	15,695 +2,655	+20%	+$105K	0.31%	55
2019 Q3	$504K	Buy	13,040 +2,450	+23%	+$94.2K	0.25%	61
2019 Q2	$411K	Sell	10,590 -145	-1%	-$5.56K	0.21%	76
2019 Q1	$407K	Buy	10,735 +225	+2%	+$8.31K	0.2%	70
2018 Q4	$349K	Buy	10,510 +1,795	+21%	+$65.5K	0.18%	69
2018 Q3	$351K	Sell	8,715 -2,195	-20%	-$88.2K	0.1%	87
2018 Q2	$425K	Hold	10,910	–	–	0.12%	75
2018 Q1	$409K	Buy	10,910 +1,890	+21%	+$72.3K	0.02%	71
2017 Q4	$342K	Hold	9,020	–	–	0.19%	72
2017 Q3	$323K	Buy	9,020 +370	+4%	+$12.9K	0.2%	72
2017 Q2	$301K	Hold	8,650	–	–	0.2%	72
2017 Q1	$296K	Hold	8,650	–	–	0.21%	71
2016 Q4	$286K	Buy	+8,650	New	+$274K	0.23%	75

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 Command Financial Services's IJH Position: Q2 2023 in Review

First Command Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 23% in Q2 2023, selling an estimated $1.46M and leaving 97,065 shares worth $5.08M. The position accounts for 0.48% of the portfolio, ranked #22.

First Command Financial Services first reported a position in IJH in Q4 2016 and has held it in 27 quarters since. The position peaked at $7.8M in Q4 2022. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

First Command Financial Services held 97,065 shares of iShares Core S&P Mid-Cap ETF worth $5.08M as of Q2 2023.
First Command Financial Services sold 29,290 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $1.46M.
iShares Core S&P Mid-Cap ETF made up 0.48% of First Command Financial Services's portfolio in Q2 2023, its #22 holding.
First Command Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $7.8M in Q4 2022.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.