FMA Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FMA Advisory’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	-11,530	Closed	-$600K	–	146
2021 Q1	$600K	Buy	11,530 +235	+2%	+$11.7K	0.19%	126
2020 Q4	$519K	Sell	11,295 -225	-2%	-$9.48K	0.17%	126
2020 Q3	$427K	Sell	11,520 -940	-8%	-$35.1K	0.17%	125
2020 Q2	$443K	Buy	12,460 +160	+1%	+$5.31K	0.2%	114
2020 Q1	$354K	Sell	12,300 -1,635	-12%	-$60.8K	0.19%	112
2019 Q4	$574K	Buy	13,935 +50	+0.4%	+$1.98K	0.23%	108
2019 Q3	$537K	Buy	13,885 +770	+6%	+$29.6K	0.23%	111
2019 Q2	$510K	Buy	13,115 +535	+4%	+$20.5K	0.23%	112
2019 Q1	$477K	Sell	12,580 -375	-3%	-$13.8K	0.22%	112
2018 Q4	$430K	Sell	12,955 -4,190	-24%	-$153K	0.22%	108
2018 Q3	$690K	Buy	17,145 +4,360	+34%	+$175K	0.31%	89
2018 Q2	$498K	Buy	12,785 +485	+4%	+$18.7K	0.23%	106
2018 Q1	$461K	Sell	12,300 -25	-0.2%	-$956	0.22%	106
2017 Q4	$468K	Buy	12,325 +1,160	+10%	+$42.9K	0.22%	109
2017 Q3	$399K	Buy	+11,165	New	+$389K	0.23%	100
2017 Q2	–	Sell	-14,245	Closed	-$488K	–	123
2017 Q1	$488K	Buy	+14,245	New	+$485K	0.25%	97
2015 Q2	$112K	Buy	+3,750	New	+$114K	0.07%	139

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

FMA Advisory's IJH Position: Q2 2021 in Review

FMA Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 11,530 shares — an estimated $600K sold.

FMA Advisory first reported a position in IJH in Q2 2015 and held it in 17 quarters. The position peaked at $690K in Q3 2018. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

FMA Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
FMA Advisory sold 11,530 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $600K.
FMA Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and held it in 17 quarters.
FMA Advisory's iShares Core S&P Mid-Cap ETF position peaked at $690K in Q3 2018.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.