HBW Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

HBW Advisory Services’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	-47,655	Closed	-$2.31M	–	278
2022 Q4	$2.31M	Buy	47,655 +125	+0.3%	+$6.04K	0.61%	49
2022 Q3	$2.08M	Buy	47,530 +940	+2%	+$45.4K	0.58%	56
2022 Q2	$2.11M	Sell	46,590 -650	-1%	-$32.1K	0.54%	58
2022 Q1	$2.54M	Buy	47,240 +1,215	+3%	+$64.7K	0.89%	28
2021 Q4	$2.61M	Sell	46,025 -3,395	-7%	-$189K	0.6%	53
2021 Q3	$2.6M	Buy	49,420 +830	+2%	+$44.7K	0.67%	50
2021 Q2	$2.61M	Sell	48,590 -9,600	-16%	-$518K	0.69%	50
2021 Q1	$3.03M	Buy	58,190 +3,410	+6%	+$170K	0.81%	45
2020 Q4	$2.52M	Sell	54,780 -2,615	-5%	-$110K	0.77%	55
2020 Q3	$2.13M	Sell	57,395 -3,935	-6%	-$147K	0.87%	42
2020 Q2	$2.18M	Buy	61,330 +30,600	+100%	+$1.02M	1.01%	37
2020 Q1	$884K	Buy	+30,730	New	+$1.14M	0.64%	55

Other funds holding IJH

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

HBW Advisory Services's IJH Position: Q1 2023 in Review

HBW Advisory Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 47,655 shares — an estimated $2.31M sold.

HBW Advisory Services first reported a position in IJH in Q1 2020 and held it in 12 quarters. The position peaked at $3.03M in Q1 2021. 1,914 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

HBW Advisory Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 47,655 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $2.31M.
HBW Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and held it in 12 quarters.
HBW Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $3.03M in Q1 2021.
1,914 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.