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

Integer Wealth Advisors Group’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 Q1	$5.24M	Sell	98,485 -8,955	-8%	-$447K	2.86%	10
2020 Q4	$5.13M	Sell	107,440 -6,785	-6%	-$286K	3.38%	8
2020 Q3	$4.23M	Buy	114,225 +1,640	+1%	+$61.3K	3.89%	7
2020 Q2	$3.93M	Buy	112,585 +2,545	+2%	+$84.5K	4.02%	6
2020 Q1	$3.68M	Buy	110,040 +1,525	+1%	+$56.7K	4.18%	6
2019 Q4	$4.46M	Buy	+108,515	New	+$4.3M	4.42%	7

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Integer Wealth Advisors Group's IJH Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.3% in Q1 2021, selling an estimated $447K and leaving 98,485 shares worth $5.24M. The position accounts for 2.86% of the portfolio, ranked #10.

Integer Wealth Advisors Group first reported a position in IJH in Q4 2019 and has held it in 6 quarters since. 1,617 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Integer Wealth Advisors Group held 98,485 shares of iShares Core S&P Mid-Cap ETF worth $5.24M as of Q1 2021.
Integer Wealth Advisors Group sold 8,955 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $447K.
iShares Core S&P Mid-Cap ETF made up 2.86% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #10 holding.
Integer Wealth Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.