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Freedom Wealth Alliance’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Freedom Wealth Alliance’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
-2,950
Closed -$143K – 244
2022
Q4 		$143K Buy
+2,950
New +$143K 0.2% 73

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

Freedom Wealth Alliance's IJH Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 2,950 shares — an estimated $143K sold.

Freedom Wealth Alliance first reported a position in IJH in Q4 2022 and held it in 1 quarter. The position peaked at $143K in Q4 2022. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,950 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $143K.
  • Freedom Wealth Alliance first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares Core S&P Mid-Cap ETF position peaked at $143K in Q4 2022.
  • 1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.