FormulaFolio Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FormulaFolio Investments’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	$1.06M	Sell	19,665 -55	-0.3%	-$2.97K	0.35%	46
2021 Q1	$1.07M	Sell	19,720 -306,155	-94%	-$15.3M	0.35%	46
2020 Q4	$15M	Sell	325,875 -17,450	-5%	-$735K	0.31%	72
2020 Q3	$12.7M	Buy	343,325 +51,820	+18%	+$1.94M	0.49%	40
2020 Q2	$10.4M	Sell	291,505 -13,225	-4%	-$439K	0.42%	41
2020 Q1	$8.77M	Sell	304,730 -591,765	-66%	-$22M	0.47%	35
2019 Q4	$36.9M	Sell	896,495 -929,330	-51%	-$36.8M	1.31%	19
2019 Q3	$70.6M	Buy	1,825,825 +7,815	+0.4%	+$300K	2.73%	9
2019 Q2	$70.6M	Buy	1,818,010 +532,420	+41%	+$20.4M	2.97%	8
2019 Q1	$48.7M	Buy	1,285,590 +29,675	+2%	+$1.1M	2.13%	10
2018 Q4	$50.6M	Hold	1,255,915	–	–	2.22%	10
2018 Q3	$50.6M	Buy	1,255,915 +90,480	+8%	+$3.64M	2.22%	10
2018 Q2	$45.4M	Buy	1,165,435 +85,670	+8%	+$3.31M	2.17%	12
2018 Q1	$40.5M	Buy	1,079,765 +165,130	+18%	+$6.32M	2.38%	12
2017 Q4	$34.7M	Buy	914,635 +173,090	+23%	+$6.4M	2.28%	13
2017 Q3	$26.5M	Buy	741,545 +317,665	+75%	+$11.1M	2.03%	16
2017 Q2	$14.7M	Buy	423,880 +133,980	+46%	+$4.63M	1.33%	17
2017 Q1	$9.93M	Buy	289,900 +217,255	+299%	+$7.39M	1.09%	14
2016 Q4	$2.4M	Buy	72,645 +65,750	+954%	+$2.08M	0.32%	24
2016 Q3	$213K	Buy	+6,895	New	+$213K	0.03%	133
2015 Q1	–	Sell	-9,890	Closed	-$286K	–	94
2014 Q4	$286K	Buy	+9,890	New	+$278K	0.11%	66

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

FormulaFolio Investments's IJH Position: Q2 2021 in Review

FormulaFolio Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q2 2021, selling an estimated $2.97K and leaving 19,665 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #46.

FormulaFolio Investments first reported a position in IJH in Q4 2014 and has held it in 21 quarters since. The position peaked at $70.6M in Q2 2019. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

FormulaFolio Investments held 19,665 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q2 2021.
FormulaFolio Investments sold 55 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $2.97K.
iShares Core S&P Mid-Cap ETF made up 0.35% of FormulaFolio Investments's portfolio in Q2 2021, its #46 holding.
FormulaFolio Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 21 quarters since.
FormulaFolio Investments's iShares Core S&P Mid-Cap ETF position peaked at $70.6M in Q2 2019.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.