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

LWS Wealth 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
2023 Q4	$9.39M	Buy	169,325 +26,460	+19%	+$1.34M	3.52%	10
2023 Q3	$7.13M	Sell	142,865 -885	-0.6%	-$46.4K	3.12%	11
2023 Q2	$7.52M	Sell	143,750 -9,715	-6%	-$483K	3.17%	11
2023 Q1	$7.68M	Buy	153,465 +1,575	+1%	+$80.2K	3.15%	13
2022 Q4	$7.35M	Buy	151,890 +2,810	+2%	+$136K	3.08%	13
2022 Q3	$6.54M	Buy	149,080 +4,375	+3%	+$212K	2.5%	15
2022 Q2	$6.55M	Sell	144,705 -2,270	-2%	-$112K	3.08%	12
2022 Q1	$7.89M	Buy	146,975 +3,375	+2%	+$180K	3.36%	12
2021 Q4	$8.13M	Buy	143,600 +85	+0.1%	+$4.73K	3.33%	12
2021 Q3	$7.55M	Buy	143,515 +5,415	+4%	+$291K	3.31%	13
2021 Q2	$7.42M	Sell	138,100 -29,105	-17%	-$1.57M	3.3%	13
2021 Q1	$8.7M	Sell	167,205 -57,595	-26%	-$2.88M	3.95%	9
2020 Q4	$10.3M	Sell	224,800 -30,880	-12%	-$1.3M	4.64%	7
2020 Q3	$9.48M	Sell	255,680 -10,630	-4%	-$397K	4.65%	8
2020 Q2	$9.47M	Buy	266,310 +39,730	+18%	+$1.32M	4.96%	7
2020 Q1	$6.52M	Sell	226,580 -39,205	-15%	-$1.46M	4.24%	9
2019 Q4	$10.9M	Buy	+265,785	New	+$10.5M	5.63%	7

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LWS Wealth Advisors's IJH Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q4 2023, buying an estimated $1.34M and bringing the position to 169,325 shares worth $9.39M. The position accounts for 3.52% of the portfolio, ranked #10.

LWS Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2019. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

LWS Wealth Advisors held 169,325 shares of iShares Core S&P Mid-Cap ETF worth $9.39M as of Q4 2023.
LWS Wealth Advisors bought 26,460 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $1.34M.
iShares Core S&P Mid-Cap ETF made up 3.52% of LWS Wealth Advisors's portfolio in Q4 2023, its #10 holding.
LWS Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
LWS Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $10.9M in Q4 2019.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.