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

FourThought Financial’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 Q3	$438K	Sell	9,990 -60	-0.6%	-$2.9K	0.06%	198
2022 Q2	$455K	Buy	10,050 +330	+3%	+$16.3K	0.07%	192
2022 Q1	$522K	Sell	9,720 -50	-0.5%	-$2.66K	0.07%	189
2021 Q4	$553K	Hold	9,770	–	–	0.07%	184
2021 Q3	$514K	Buy	9,770 +5	+0.1%	+$269	0.07%	198
2021 Q2	$524K	Sell	9,765 -150	-2%	-$8.1K	0.07%	202
2021 Q1	$516K	Sell	9,915 -210	-2%	-$10.5K	0.07%	209
2020 Q4	$465K	Buy	+10,125	New	+$427K	0.07%	207

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's IJH Position: Q3 2022 in Review

FourThought Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.6% in Q3 2022, selling an estimated $2.9K and leaving 9,990 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #198.

FourThought Financial first reported a position in IJH in Q4 2020 and has held it in 8 quarters since. The position peaked at $553K in Q4 2021. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

FourThought Financial held 9,990 shares of iShares Core S&P Mid-Cap ETF worth $438K as of Q3 2022.
FourThought Financial sold 60 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $2.9K.
iShares Core S&P Mid-Cap ETF made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #198 holding.
FourThought Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core S&P Mid-Cap ETF position peaked at $553K in Q4 2021.
1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.