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

Legacy Wealth Planning’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 Q3	$293K	Sell	6,680 -545	-8%	-$26.3K	0.48%	52
2022 Q2	$327K	Buy	7,225 +215	+3%	+$10.6K	0.47%	50
2022 Q1	$376K	Buy	7,010 +1,930	+38%	+$103K	0.44%	47
2021 Q4	$288K	Sell	5,080 -410	-7%	-$22.8K	0.33%	65
2021 Q3	$289K	Hold	5,490	–	–	0.32%	65
2021 Q2	$295K	Sell	5,490 -500	-8%	-$27K	0.34%	64
2021 Q1	$312K	Sell	5,990 -465	-7%	-$23.2K	0.4%	59
2020 Q4	$297K	Sell	6,455 -80,860	-93%	-$3.41M	0.38%	56
2020 Q3	$3.24M	Sell	87,315 -7,715	-8%	-$288K	3.7%	5
2020 Q2	$3.38M	Sell	95,030 -2,195	-2%	-$72.9K	4.02%	4
2020 Q1	$2.8M	Buy	97,225 +130	+0.1%	+$4.83K	4.48%	3
2019 Q4	$4M	Buy	+97,095	New	+$3.85M	4.53%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Legacy Wealth Planning's IJH Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.5% in Q3 2022, selling an estimated $26.3K and leaving 6,680 shares worth $293K. The position accounts for 0.48% of the portfolio, ranked #52.

Legacy Wealth Planning first reported a position in IJH in Q4 2019 and has held it in 12 quarters since. The position peaked at $4M in Q4 2019. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Legacy Wealth Planning held 6,680 shares of iShares Core S&P Mid-Cap ETF worth $293K as of Q3 2022.
Legacy Wealth Planning sold 545 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $26.3K.
iShares Core S&P Mid-Cap ETF made up 0.48% of Legacy Wealth Planning's portfolio in Q3 2022, its #52 holding.
Legacy Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Core S&P Mid-Cap ETF position peaked at $4M in Q4 2019.
1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.