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

Legacy Wealth Partners (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
2021 Q2	$4.17M	Sell	77,565 -1,255	-2%	-$67.8K	2.32%	10
2021 Q1	$4.1M	Buy	78,820 +3,390	+4%	+$169K	2.4%	10
2020 Q4	$3.47M	Sell	75,430 -3,470	-4%	-$146K	2.18%	10
2020 Q3	$2.92M	Buy	78,900 +4,255	+6%	+$159K	2.07%	11
2020 Q2	$2.65M	Buy	74,645 +3,855	+5%	+$128K	2.01%	14
2020 Q1	$2.04M	Buy	70,790 +7,520	+12%	+$280K	1.9%	17
2019 Q4	$2.63M	Buy	+63,270	New	+$2.51M	1.91%	17

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Partners (California)'s IJH Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2021, selling an estimated $67.8K and leaving 77,565 shares worth $4.17M. The position accounts for 2.32% of the portfolio, ranked #10.

Legacy Wealth Partners (California) first reported a position in IJH in Q4 2019 and has held it in 7 quarters since. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Legacy Wealth Partners (California) held 77,565 shares of iShares Core S&P Mid-Cap ETF worth $4.17M as of Q2 2021.
Legacy Wealth Partners (California) sold 1,255 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $67.8K.
iShares Core S&P Mid-Cap ETF made up 2.32% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #10 holding.
Legacy Wealth Partners (California) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.