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Laurel Wealth Advisors (California)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$261K Hold
5,400
– – 0.03% 547
2022
Q3 		$237K Hold
5,400
– – 0.03% 561
2022
Q2 		$244K Sell
5,400
-750
-12% -$37K 0.02% 568
2022
Q1 		$330K Sell
6,150
-11,410
-65% -$607K 0.03% 554
2021
Q4 		$994K Sell
17,560
-610
-3% -$34K 0.08% 258
2021
Q3 		$956K Buy
18,170
+280
+2% +$15.1K 0.18% 138
2021
Q2 		$962K Buy
17,890
+1,045
+6% +$56.4K 0.12% 179
2021
Q1 		$877K Buy
16,845
+3,090
+22% +$154K 0.13% 172
2020
Q4 		$633K Sell
13,755
-6,705
-33% -$283K 0.09% 208
2020
Q3 		$758K Sell
20,460
-39,105
-66% -$1.46M 0.13% 178
2020
Q2 		$2.12M Sell
59,565
-14,670
-20% -$487K 0.39% 65
2020
Q1 		$2.14M Sell
74,235
-3,735
-5% -$139K 0.49% 50
2019
Q4 		$3.21M Buy
77,970
+4,200
+6% +$166K 0.54% 47
2019
Q3 		$2.85M Buy
73,770
+1,435
+2% +$55.1K 0.49% 50
2019
Q2 		$2.81M Buy
72,335
+4,575
+7% +$175K 0.62% 39
2019
Q1 		$2.57M Sell
67,760
-370
-0.5% -$13.7K 0.63% 37
2018
Q4 		$2.26M Buy
68,130
+5,615
+9% +$205K 0.67% 36
2018
Q3 		$2.52M Buy
62,515
+9,490
+18% +$381K 0.62% 38
2018
Q2 		$2.06M Buy
53,025
+3,860
+8% +$149K 0.55% 45
2018
Q1 		$1.84M Buy
49,165
+4,300
+10% +$164K 0.57% 41
2017
Q4 		$1.7M Buy
44,865
+4,305
+11% +$159K 0.49% 56
2017
Q3 		$1.45M Buy
40,560
+2,950
+8% +$103K 0.49% 58
2017
Q2 		$1.31M Sell
37,610
-350
-0.9% -$12.1K 0.46% 64
2017
Q1 		$1.3M Buy
37,960
+2,335
+7% +$79.5K 0.5% 59
2016
Q4 		$1.18M Buy
35,625
+3,280
+10% +$104K 0.52% 56
2016
Q3 		$1M Sell
32,345
-6,015
-16% -$186K 0.47% 63
2016
Q2 		$1.15M Sell
38,360
-2,135
-5% -$62.6K 0.55% 57
2016
Q1 		$1.17M Buy
40,495
+13,580
+50% +$363K 0.59% 45
2015
Q4 		$750K Buy
+26,915
New +$769K 0.39% 72

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IJH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2022 at 5,400 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #547.

Laurel Wealth Advisors (California) first reported a position in IJH in Q4 2015 and has held it in 29 quarters since. The position peaked at $3.21M in Q4 2019. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,400 shares of iShares Core S&P Mid-Cap ETF worth $261K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2022.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #547 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Core S&P Mid-Cap ETF position peaked at $3.21M in Q4 2019.
  • 1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.