Lake Point Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lake Point Wealth Management’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	$29K	Hold	630	–	–	0.02%	95
2022 Q1	$34K	Sell	630 -295	-32%	-$15.7K	0.02%	81
2021 Q4	$52K	Buy	925 +295	+47%	+$16.4K	0.02%	71
2021 Q3	$33K	Hold	630	–	–	0.02%	78
2021 Q2	$34K	Buy	+630	New	+$34K	0.02%	84
2020 Q1	$18K	Hold	630	–	–	0.02%	83
2019 Q4	$26K	Buy	+630	New	+$25K	0.01%	180
2019 Q2	$0	Hold	5	–	–	﹤0.01%	675
2019 Q1	$0	Sell	5 -255	-98%	-$9.42K	﹤0.01%	761
2018 Q4	$9K	Buy	+260	New	+$9.49K	﹤0.01%	481

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 $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Lake Point Wealth Management's IJH Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2022 at 630 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #95.

Lake Point Wealth Management first reported a position in IJH in Q4 2018 and has held it in 10 quarters since. The position peaked at $52K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Lake Point Wealth Management held 630 shares of iShares Core S&P Mid-Cap ETF worth $29K as of Q2 2022.
Lake Point Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2022.
iShares Core S&P Mid-Cap ETF made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #95 holding.
Lake Point Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $52K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.