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

Insight Wealth Strategies’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	–	Sell	-16,850	Closed	-$904K	–	151
2022 Q1	$904K	Buy	16,850 +35	+0.2%	+$1.86K	0.13%	108
2021 Q4	$952K	Buy	16,815 +2,075	+14%	+$116K	0.14%	100
2021 Q3	$776K	Sell	14,740 -25,305	-63%	-$1.36M	0.11%	121
2021 Q2	$2.15M	Buy	40,045 +1,970	+5%	+$106K	0.31%	38
2021 Q1	$1.98M	Buy	38,075 +6,055	+19%	+$302K	0.27%	54
2020 Q4	$1.47M	Buy	32,020 +9,115	+40%	+$384K	0.25%	57
2020 Q3	$849K	Buy	+22,905	New	+$856K	0.16%	65
2020 Q2	–	Sell	-26,090	Closed	-$751K	–	176
2020 Q1	$751K	Buy	26,090 +205	+0.8%	+$7.62K	0.2%	48
2019 Q4	$1.07M	Buy	25,885 +3,175	+14%	+$126K	0.23%	78
2019 Q3	$878K	Buy	+22,710	New	+$873K	0.21%	78
2019 Q1	–	Sell	-7,670	Closed	-$255K	–	141
2018 Q4	$255K	Buy	+7,670	New	+$280K	0.08%	122

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 $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $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

Insight Wealth Strategies's IJH Position: Q2 2022 in Review

Insight Wealth Strategies sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 16,850 shares — an estimated $904K sold.

Insight Wealth Strategies first reported a position in IJH in Q4 2018 and held it in 11 quarters. The position peaked at $2.15M in Q2 2021. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Insight Wealth Strategies reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Insight Wealth Strategies sold 16,850 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $904K.
Insight Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 11 quarters.
Insight Wealth Strategies's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q2 2021.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.