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

Intelligent Financial 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
-11,490
Closed -$617K – 100
2022
Q1 		$617K Buy
11,490
+10
+0.1% +$532 0.6% 31
2021
Q4 		$650K Buy
+11,480
New +$639K 0.58% 35

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intelligent Financial Strategies's IJH Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 11,490 shares — an estimated $617K sold.

Intelligent Financial Strategies first reported a position in IJH in Q4 2021 and held it in 2 quarters. The position peaked at $650K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 11,490 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $617K.
  • Intelligent Financial Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's iShares Core S&P Mid-Cap ETF position peaked at $650K in Q4 2021.
  • 1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.