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

Level Financial 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
2024 Q1	–	Sell	-980	Closed	-$54.3K	–	158
2023 Q4	$54.3K	Hold	980	–	–	0.03%	111
2023 Q3	$48.9K	Hold	980	–	–	0.03%	109
2023 Q2	$51.3K	Hold	980	–	–	0.03%	109
2023 Q1	$49K	Sell	980 -425	-30%	-$21.7K	0.03%	100
2022 Q4	$68K	Hold	1,405	–	–	0.04%	82
2022 Q3	$62K	Hold	1,405	–	–	0.05%	85
2022 Q2	$64K	Buy	1,405 +750	+115%	+$37K	0.05%	87
2022 Q1	$35K	Sell	655 -80	-11%	-$4.26K	0.03%	107
2021 Q4	$42K	Buy	+735	New	+$40.9K	0.03%	107

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Level Financial Advisors's IJH Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 980 shares — an estimated $54.3K sold.

Level Financial Advisors first reported a position in IJH in Q4 2021 and held it in 9 quarters. The position peaked at $68K in Q4 2022. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Level Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 980 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $54.3K.
Level Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $68K in Q4 2022.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.