FundX Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FundX Investment Group’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 Q3	–	Sell	-17,535	Closed	-$1.12M	–	36
2021 Q2	$1.12M	Buy	17,535 +12,810	+271%	+$692K	0.12%	28
2021 Q1	$246K	Buy	+4,725	New	+$236K	0.14%	36
2017 Q2	–	Sell	-60,315	Closed	-$2.06M	–	45
2017 Q1	$2.06M	Buy	+60,315	New	+$2.05M	0.87%	18
2016 Q4	–	Sell	-706,350	Closed	-$21.9M	–	47
2016 Q3	$21.9M	Buy	+706,350	New	+$21.8M	5.59%	5
2015 Q3	–	Sell	-140,500	Closed	-$4.21M	–	19
2015 Q2	$4.21M	Buy	+140,500	New	+$4.29M	1.75%	12
2013 Q3	–	Sell	-39,500	Closed	-$912K	–	24
2013 Q2	$912K	Buy	+39,500	New	+$917K	0.39%	17

Other funds holding IJH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FundX Investment Group's IJH Position: Q3 2021 in Review

FundX Investment Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 17,535 shares — an estimated $1.12M sold.

FundX Investment Group first reported a position in IJH in Q2 2013 and held it in 6 quarters. The position peaked at $21.9M in Q3 2016. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

FundX Investment Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
FundX Investment Group sold 17,535 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $1.12M.
FundX Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 6 quarters.
FundX Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $21.9M in Q3 2016.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on FundX Investment Group's 13F filing for Q3 2021, filed 3 Nov 2021.