LFA
IJH icon

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

Lighthouse 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
2021
Q1 		$294K Sell
5,665
-580
-9% -$29K 0.09% 92
2020
Q4 		$287K Sell
6,245
-325
-5% -$13.7K 0.1% 90
2020
Q3 		$243K Sell
6,570
-1,075
-14% -$40.2K 0.09% 92
2020
Q2 		$271K Buy
+7,645
New +$254K 0.11% 86

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lighthouse Financial Advisors's IJH Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.3% in Q1 2021, selling an estimated $29K and leaving 5,665 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #92.

Lighthouse Financial Advisors first reported a position in IJH in Q2 2020 and has held it in 4 quarters since. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

  • Lighthouse Financial Advisors held 5,665 shares of iShares Core S&P Mid-Cap ETF worth $294K as of Q1 2021.
  • Lighthouse Financial Advisors sold 580 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $29K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #92 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 4 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.