FFG
IJH icon

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

Ford Financial 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
Q1 		– Sell
-41,545
Closed -$2.01M – 46
2022
Q4 		$2.01M Sell
41,545
-350
-0.8% -$16.9K 0.79% 29
2022
Q3 		$1.84M Sell
41,895
-22,135
-35% -$1.07M 0.77% 29
2022
Q2 		$2.9M Sell
64,030
-12,225
-16% -$603K 1.18% 21
2022
Q1 		$4.09M Sell
76,255
-58,365
-43% -$3.11M 1.57% 17
2021
Q4 		$7.62K Sell
134,620
-5,840
-4% -$325K 1.51% 11
2021
Q3 		$7.39M Buy
140,460
+5,830
+4% +$314K 2.85% 8
2021
Q2 		$7.24M Sell
134,630
-330
-0.2% -$17.8K 2.7% 8
2021
Q1 		$7.03M Buy
134,960
+2,200
+2% +$110K 3.02% 7
2020
Q4 		$6.1M Buy
132,760
+6,885
+5% +$290K 2.88% 7
2020
Q3 		$4.67M Buy
125,875
+10,820
+9% +$405K 2.54% 10
2020
Q2 		$4.09M Buy
115,055
+11,715
+11% +$389K 2.27% 9
2020
Q1 		$2.97M Buy
103,340
+4,065
+4% +$151K 1.98% 12
2019
Q4 		$4.09M Buy
99,275
+22,550
+29% +$894K 2.35% 8
2019
Q3 		$2.96M Sell
76,725
-13,315
-15% -$512K 1.89% 8
2019
Q2 		$3.5M Sell
90,040
-980
-1% -$37.6K 2.37% 9
2019
Q1 		$3.45M Buy
91,020
+505
+0.6% +$18.6K 2.47% 9
2018
Q4 		$3.01M Buy
90,515
+4,465
+5% +$163K 2.27% 12
2018
Q3 		$3.44M Buy
86,050
+385
+0.4% +$15.5K 2.51% 9
2018
Q2 		$3.34M Buy
85,665
+2,230
+3% +$86.1K 2.43% 11
2018
Q1 		$3.13M Buy
83,435
+2,000
+2% +$76.5K 2.45% 11
2017
Q4 		$3.16M Buy
+81,435
New +$3.01M 2.38% 11

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ford Financial Group's IJH Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 41,545 shares — an estimated $2.01M sold.

Ford Financial Group first reported a position in IJH in Q4 2017 and held it in 21 quarters. The position peaked at $7.39M in Q3 2021. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 41,545 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $2.01M.
  • Ford Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $7.39M in Q3 2021.
  • 1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.