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

Hoover 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
2021 Q2	$90K	Buy	1,680 +20	+1%	+$1.08K	0.02%	214
2021 Q1	$90K	Buy	1,660 +330	+25%	+$16.5K	0.02%	204
2020 Q4	$65K	Sell	1,330 -1,365	-51%	-$57.5K	0.02%	217
2020 Q3	$100K	Sell	2,695 -3,285	-55%	-$123K	0.03%	119
2020 Q2	$213K	Buy	+5,980	New	+$199K	0.08%	86
2019 Q4	–	Sell	-5,340	Closed	-$206K	–	92
2019 Q3	$206K	Buy	+5,340	New	+$205K	0.18%	54

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hoover Financial Advisors's IJH Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2021, buying an estimated $1.08K and bringing the position to 1,680 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #214.

Hoover Financial Advisors first reported a position in IJH in Q3 2019 and has held it in 6 quarters since. The position peaked at $213K in Q2 2020. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Hoover Financial Advisors held 1,680 shares of iShares Core S&P Mid-Cap ETF worth $90K as of Q2 2021.
Hoover Financial Advisors bought 20 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $1.08K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #214 holding.
Hoover Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 6 quarters since.
Hoover Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $213K in Q2 2020.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.