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

Lumature Wealth Partners’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
2023 Q2	$75.3K	Hold	1,440	–	–	0.04%	206
2023 Q1	$72K	Hold	1,440	–	–	0.04%	202
2022 Q4	$69.7K	Hold	1,440	–	–	0.04%	202
2022 Q3	$63K	Hold	1,440	–	–	0.03%	218
2022 Q2	$65K	Sell	1,440 -260	-15%	-$12.8K	0.03%	227
2022 Q1	$91K	Sell	1,700 -350	-17%	-$18.6K	0.04%	218
2021 Q4	$116K	Sell	2,050 -330	-14%	-$18.4K	0.05%	169
2021 Q3	$125K	Buy	2,380 +240	+11%	+$12.9K	0.05%	165
2021 Q2	$115K	Sell	2,140 -800	-27%	-$43.2K	0.05%	171
2021 Q1	$153K	Sell	2,940 -860	-23%	-$42.9K	0.08%	141
2020 Q4	$175K	Buy	+3,800	New	+$160K	0.17%	123

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 $609B AUM 40.19% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lumature Wealth Partners's IJH Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2023 at 1,440 shares worth $75.3K. The position accounts for 0.04% of the portfolio, ranked #206.

Lumature Wealth Partners first reported a position in IJH in Q4 2020 and has held it in 11 quarters since. The position peaked at $175K in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Lumature Wealth Partners held 1,440 shares of iShares Core S&P Mid-Cap ETF worth $75.3K as of Q2 2023.
Lumature Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2023.
iShares Core S&P Mid-Cap ETF made up 0.04% of Lumature Wealth Partners's portfolio in Q2 2023, its #206 holding.
Lumature Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $175K in Q4 2020.
1,960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.