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

Independence Wealth 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
2020 Q4	$7.89M	Sell	171,685 -5,215	-3%	-$220K	17.7%	2
2020 Q3	$6.56M	Buy	176,900 +480	+0.3%	+$17.9K	16.92%	3
2020 Q2	$6.27M	Buy	176,420 +4,565	+3%	+$152K	15.09%	3
2020 Q1	$4.95M	Sell	171,855 -3,200	-2%	-$119K	5.94%	9
2019 Q4	$7.21M	Buy	175,055 +4,180	+2%	+$166K	7%	6
2019 Q3	$6.6M	Sell	170,875 -15,295	-8%	-$588K	6.97%	7
2019 Q2	$7.23M	Buy	186,170 +11,100	+6%	+$425K	7.13%	6
2019 Q1	$6.63M	Sell	175,070 -54,505	-24%	-$2.01M	7.15%	7
2018 Q4	$7.63M	Buy	229,575 +895	+0.4%	+$32.7K	9.16%	2
2018 Q3	$9.21M	Sell	228,680 -5,790	-2%	-$233K	9.32%	4
2018 Q2	$9.13M	Sell	234,470 -10,025	-4%	-$387K	9.49%	3
2018 Q1	$9.17M	Sell	244,495 -6,245	-2%	-$239K	8.48%	3
2017 Q4	$9.52M	Buy	+250,740	New	+$9.27M	8.7%	3

Other funds holding IJH

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Independence Wealth Advisors's IJH Position: Q4 2020 in Review

Independence Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q4 2020, selling an estimated $220K and leaving 171,685 shares worth $7.89M. The position accounts for 17.7% of the portfolio, ranked #2.

Independence Wealth Advisors first reported a position in IJH in Q4 2017 and has held it in 13 quarters since. The position peaked at $9.52M in Q4 2017. 1,583 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

Independence Wealth Advisors held 171,685 shares of iShares Core S&P Mid-Cap ETF worth $7.89M as of Q4 2020.
Independence Wealth Advisors sold 5,215 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $220K.
iShares Core S&P Mid-Cap ETF made up 17.7% of Independence Wealth Advisors's portfolio in Q4 2020, its #2 holding.
Independence Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $9.52M in Q4 2017.
1,583 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.