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

Lionsbridge Wealth Management’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 Q2	–	Sell	-47,085	Closed	-$2.53M	–	43
2022 Q1	$2.53M	Buy	47,085 +16,600	+54%	+$884K	2.93%	7
2021 Q4	$1.73M	Sell	30,485 -550	-2%	-$30.6K	1.85%	16
2021 Q3	$1.63M	Sell	31,035 -56,215	-64%	-$3.02M	1.76%	16
2021 Q2	$4.69M	Sell	87,250 -4,220	-5%	-$228K	5.01%	2
2021 Q1	$4.76M	Buy	91,470 +2,650	+3%	+$132K	4.64%	3
2020 Q4	$4.08M	Buy	88,820 +40,060	+82%	+$1.69M	4.41%	4
2020 Q3	$1.81M	Buy	48,760 +1,740	+4%	+$65K	2.17%	12
2020 Q2	$1.67M	Buy	+47,020	New	+$1.56M	1.88%	15
2020 Q1	–	Sell	-725	Closed	-$29K	–	164
2019 Q4	$29K	Buy	+725	New	+$28.7K	0.03%	81

Other funds holding IJH

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

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

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

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

Lionsbridge Wealth Management's IJH Position: Q2 2022 in Review

Lionsbridge Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 47,085 shares — an estimated $2.53M sold.

Lionsbridge Wealth Management first reported a position in IJH in Q4 2019 and held it in 9 quarters. The position peaked at $4.76M in Q1 2021. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Lionsbridge Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 47,085 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $2.53M.
Lionsbridge Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 9 quarters.
Lionsbridge Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.76M in Q1 2021.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2022, filed 17 Nov 2022.