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

Frontier Wealth Management’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 Q2	$5.06M	Sell	111,895 -3,600	-3%	-$178K	0.37%	59
2022 Q1	$5.99M	Sell	115,495 -2,525	-2%	-$134K	0.07%	49
2021 Q4	$6.68M	Sell	118,020 -510	-0.4%	-$28.4K	0.44%	49
2021 Q3	$6.24M	Sell	118,530 -160	-0.1%	-$8.61K	0.43%	49
2021 Q2	$6.38M	Sell	118,690 -1,770	-1%	-$95.6K	0.45%	43
2021 Q1	$6.27M	Sell	120,460 -965	-0.8%	-$48.2K	0.48%	42
2020 Q4	$5.58M	Sell	121,425 -19,295	-14%	-$813K	0.46%	45
2020 Q3	$5.21M	Sell	140,720 -2,850	-2%	-$107K	0.48%	39
2020 Q2	$5.11M	Sell	143,570 -7,375	-5%	-$245K	0.47%	41
2020 Q1	$4.34M	Buy	150,945 +10,315	+7%	+$384K	0.71%	43
2019 Q4	$5.79M	Sell	140,630 -6,385	-4%	-$253K	0.93%	22
2019 Q3	$5.68M	Buy	147,015 +3,690	+3%	+$142K	0.84%	29
2019 Q2	$5.57M	Buy	143,325 +9,795	+7%	+$375K	0.82%	28
2019 Q1	$5.06M	Sell	133,530 -5,840	-4%	-$216K	0.69%	31
2018 Q4	$4.63M	Buy	139,370 +6,200	+5%	+$226K	0.7%	31
2018 Q3	$5.36M	Buy	133,170 +285	+0.2%	+$11.5K	0.51%	23
2018 Q2	$5.18M	Buy	132,885 +5,015	+4%	+$194K	0.74%	26
2018 Q1	$4.8M	Buy	127,870 +10,605	+9%	+$406K	0.67%	32
2017 Q4	$4.45M	Sell	117,265 -16,145	-12%	-$597K	0.71%	28
2017 Q3	$4.77M	Buy	133,410 +315	+0.2%	+$11K	0.69%	34
2017 Q2	$4.63M	Buy	133,095 +2,055	+2%	+$70.9K	0.71%	35
2017 Q1	$4.49M	Buy	131,040 +13,490	+11%	+$459K	0.69%	38
2016 Q4	$3.89M	Buy	117,550 +18,905	+19%	+$599K	0.64%	41
2016 Q3	$3.05M	Sell	98,645 -1,880	-2%	-$58.1K	0.46%	53
2016 Q2	$3M	Sell	100,525 -4,650	-4%	-$136K	0.48%	51
2016 Q1	$3.03M	Buy	105,175 +1,820	+2%	+$48.6K	0.25%	53
2015 Q4	$2.88M	Sell	103,355 -3,240	-3%	-$92.6K	0.46%	54
2015 Q3	$2.91M	Buy	106,595 +8,300	+8%	+$241K	0.46%	56
2015 Q2	$2.95M	Buy	98,295 +36,950	+60%	+$1.13M	0.45%	52
2015 Q1	$1.86M	Buy	61,345 +1,145	+2%	+$33.9K	0.3%	63
2014 Q4	$1.74M	Buy	+60,200	New	+$1.69M	0.33%	49

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frontier Wealth Management's IJH Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2022, selling an estimated $178K and leaving 111,895 shares worth $5.06M. The position accounts for 0.37% of the portfolio, ranked #59.

Frontier Wealth Management first reported a position in IJH in Q4 2014 and has held it in 31 quarters since. The position peaked at $6.68M in Q4 2021. 1,797 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Frontier Wealth Management held 111,895 shares of iShares Core S&P Mid-Cap ETF worth $5.06M as of Q2 2022.
Frontier Wealth Management sold 3,600 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $178K.
iShares Core S&P Mid-Cap ETF made up 0.37% of Frontier Wealth Management's portfolio in Q2 2022, its #59 holding.
Frontier Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $6.68M in Q4 2021.
1,797 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.