Fortis Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fortis Advisors’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	-215	Closed	-$10.4K	–	275
2022 Q4	$10.4K	Buy	+215	New	+$10.4K	0.01%	206
2022 Q2	–	Sell	-4,045	Closed	-$217K	–	297
2022 Q1	$217K	Buy	4,045 +3,850	+1,974%	+$205K	0.12%	96
2021 Q4	$11K	Buy	+195	New	+$10.9K	0.01%	217
2021 Q1	–	Sell	-325	Closed	-$16.2K	–	238
2020 Q4	$15K	Buy	+325	New	+$13.7K	0.01%	137
2020 Q2	–	Sell	-26,695	Closed	-$768K	–	238
2020 Q1	$768K	Sell	26,695 -2,765	-9%	-$103K	0.51%	27
2019 Q4	$1.21M	Sell	29,460 -385	-1%	-$15.3K	0.73%	27
2019 Q3	$1.15M	Buy	29,845 +10,095	+51%	+$388K	0.54%	24
2019 Q2	$767K	Buy	19,750 +5	+0%	+$192	0.37%	36
2019 Q1	$748K	Buy	19,745 +15,105	+326%	+$558K	0.39%	33
2018 Q4	$154K	Buy	4,640 +15	+0.3%	+$547	0.09%	127
2018 Q3	$186K	Buy	4,625 +10	+0.2%	+$402	0.1%	77
2018 Q2	$182K	Buy	4,615 +400	+9%	+$15.5K	0.1%	80
2018 Q1	$157K	Buy	4,215 +10	+0.2%	+$383	0.09%	80
2017 Q4	$159K	Sell	4,205 -300	-7%	-$11.1K	0.1%	82
2017 Q3	$161K	Buy	+4,505	New	+$157K	0.11%	70

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors's IJH Position: Q1 2023 in Review

Fortis Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 215 shares — an estimated $10.4K sold.

Fortis Advisors first reported a position in IJH in Q3 2017 and held it in 15 quarters. The position peaked at $1.21M in Q4 2019. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Fortis Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Fortis Advisors sold 215 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $10.4K.
Fortis Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 15 quarters.
Fortis Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.21M in Q4 2019.
1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Fortis Advisors's 13F filing for Q1 2023, filed 9 May 2023.