First Wilshire Securities Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Wilshire Securities 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
2022 Q2	–	Sell	-4,600	Closed	-$247K	–	90
2022 Q1	$247K	Sell	4,600 -1,900	-29%	-$101K	0.09%	77
2021 Q4	$368K	Sell	6,500 -1,500	-19%	-$83.5K	0.11%	61
2021 Q3	$421K	Hold	8,000	–	–	0.14%	54
2021 Q2	$430K	Hold	8,000	–	–	0.15%	51
2021 Q1	$416K	Sell	8,000 -3,750	-32%	-$187K	0.16%	53
2020 Q4	$540K	Sell	11,750 -1,750	-13%	-$73.7K	0.22%	42
2020 Q3	$500K	Hold	13,500	–	–	0.24%	40
2020 Q2	$480K	Hold	13,500	–	–	0.22%	45
2020 Q1	$388K	Hold	13,500	–	–	0.22%	51
2019 Q4	$556K	Sell	13,500 -2,000	-13%	-$79.3K	0.21%	62
2019 Q3	$599K	Hold	15,500	–	–	0.23%	61
2019 Q2	$602K	Sell	15,500 -5,750	-27%	-$220K	0.24%	70
2019 Q1	$805K	Hold	21,250	–	–	0.27%	69
2018 Q4	$706K	Hold	21,250	–	–	0.27%	69
2018 Q3	$855K	Hold	21,250	–	–	0.25%	74
2018 Q2	$828K	Hold	21,250	–	–	0.25%	73
2018 Q1	$797K	Buy	21,250 +250	+1%	+$9.56K	0.22%	74
2017 Q4	$797K	Sell	21,000 -500	-2%	-$18.5K	0.22%	76
2017 Q3	$769K	Hold	21,500	–	–	0.22%	72
2017 Q2	$748K	Hold	21,500	–	–	0.21%	74
2017 Q1	$736K	Hold	21,500	–	–	0.21%	73
2016 Q4	$711K	Buy	21,500 +4,750	+28%	+$151K	0.2%	71
2016 Q3	$518K	Hold	16,750	–	–	0.16%	77
2016 Q2	$500K	Buy	16,750 +2,750	+20%	+$80.7K	0.16%	77
2016 Q1	$404K	Hold	14,000	–	–	0.13%	83
2015 Q4	$390K	Hold	14,000	–	–	0.11%	88
2015 Q3	$383K	Hold	14,000	–	–	0.1%	89
2015 Q2	$420K	Hold	14,000	–	–	0.09%	87
2015 Q1	$426K	Hold	14,000	–	–	0.09%	94
2014 Q4	$405K	Buy	14,000 +4,000	+40%	+$112K	0.07%	96
2014 Q3	$273K	Buy	+10,000	New	+$282K	0.05%	106

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Wilshire Securities Management's IJH Position: Q2 2022 in Review

First Wilshire Securities Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 4,600 shares — an estimated $247K sold.

First Wilshire Securities Management first reported a position in IJH in Q3 2014 and held it in 31 quarters. The position peaked at $855K in Q3 2018. 1,797 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

First Wilshire Securities Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
First Wilshire Securities Management sold 4,600 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $247K.
First Wilshire Securities Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 31 quarters.
First Wilshire Securities Management's iShares Core S&P Mid-Cap ETF position peaked at $855K in Q3 2018.
1,797 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on First Wilshire Securities Management's 13F filing for Q2 2022, filed 15 Aug 2022.