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

HC Financial Advisors’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	$4K	Hold	95	–	–	﹤0.01%	292
2022 Q1	$5K	Hold	95	–	–	﹤0.01%	273
2021 Q4	$5K	Hold	95	–	–	﹤0.01%	282
2021 Q3	$5K	Hold	95	–	–	﹤0.01%	275
2021 Q2	$5K	Sell	95 -185	-66%	-$9.99K	﹤0.01%	287
2021 Q1	$15K	Sell	280 -565	-67%	-$28.2K	0.01%	214
2020 Q4	$39K	Buy	845 +670	+383%	+$28.2K	0.03%	157
2020 Q3	$6K	Hold	175	–	–	﹤0.01%	301
2020 Q2	$6K	Hold	175	–	–	﹤0.01%	281
2020 Q1	$5K	Buy	+175	New	+$6.51K	﹤0.01%	298

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HC Financial Advisors's IJH Position: Q2 2022 in Review

HC Financial Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2022 at 95 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

HC Financial Advisors first reported a position in IJH in Q1 2020 and has held it in 10 quarters since. The position peaked at $39K in Q4 2020. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

HC Financial Advisors held 95 shares of iShares Core S&P Mid-Cap ETF worth $4K as of Q2 2022.
HC Financial Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2022.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #292 holding.
HC Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $39K in Q4 2020.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.