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

Intercontinental 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
2023 Q2	$392K	Hold	7,490	–	–	0.09%	218
2023 Q1	$375K	Hold	7,490	–	–	0.1%	229
2022 Q4	$362K	Hold	7,490	–	–	0.11%	213
2022 Q3	$328K	Buy	7,490 +40	+0.5%	+$1.93K	0.1%	212
2022 Q2	$337K	Hold	7,450	–	–	0.09%	206
2022 Q1	$400K	Hold	7,450	–	–	0.09%	206
2021 Q4	$422K	Hold	7,450	–	–	0.09%	204
2021 Q3	$392K	Hold	7,450	–	–	0.09%	196
2021 Q2	$400K	Hold	7,450	–	–	0.08%	200
2021 Q1	$388K	Sell	7,450 -840	-10%	-$41.9K	0.08%	187
2020 Q4	$381K	Buy	8,290 +2,040	+33%	+$86K	0.09%	174
2020 Q3	$232K	Hold	6,250	–	–	0.07%	175
2020 Q2	$222K	Buy	+6,250	New	+$208K	0.07%	168
2020 Q1	–	Sell	-6,250	Closed	-$260K	–	227
2019 Q4	$260K	Hold	6,250	–	–	0.22%	78
2019 Q3	$242K	Sell	6,250 -1,000	-14%	-$38.4K	0.15%	116
2019 Q2	$282K	Sell	7,250 -1,040	-13%	-$39.9K	0.15%	103
2019 Q1	$314K	Hold	8,290	–	–	0.16%	98
2018 Q4	$275K	Hold	8,290	–	–	0.15%	95
2018 Q3	$334K	Hold	8,290	–	–	0.17%	96
2018 Q2	$323K	Hold	8,290	–	–	0.18%	86
2018 Q1	$311K	Hold	8,290	–	–	0.18%	88
2017 Q4	$315K	Hold	8,290	–	–	0.18%	91
2017 Q3	$297K	Sell	8,290 -110	-1%	-$3.83K	0.18%	88
2017 Q2	$292K	Hold	8,400	–	–	0.19%	87
2017 Q1	$288K	Hold	8,400	–	–	0.17%	107
2016 Q4	$278K	Buy	+8,400	New	+$266K	0.18%	113
2016 Q2	–	Sell	-7,205	Closed	-$208K	–	125
2016 Q1	$208K	Hold	7,205	–	–	0.16%	116
2015 Q4	$201K	Buy	+7,205	New	+$206K	0.14%	124

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Intercontinental Wealth Advisors's IJH Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2023 at 7,490 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #218.

Intercontinental Wealth Advisors first reported a position in IJH in Q4 2015 and has held it in 28 quarters since. The position peaked at $422K in Q4 2021. 1,961 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Intercontinental Wealth Advisors held 7,490 shares of iShares Core S&P Mid-Cap ETF worth $392K as of Q2 2023.
Intercontinental Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2023.
iShares Core S&P Mid-Cap ETF made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #218 holding.
Intercontinental Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 28 quarters since.
Intercontinental Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $422K in Q4 2021.
1,961 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.