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

McMillion Capital 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
2021 Q1	–	Sell	-1,850	Closed	-$85K	–	174
2020 Q4	$85K	Buy	+1,850	New	+$77.9K	0.05%	95
2020 Q2	–	Sell	-1,850	Closed	-$53K	–	161
2020 Q1	$53K	Sell	1,850 -175	-9%	-$6.51K	0.04%	88
2019 Q4	$83K	Hold	2,025	–	–	0.04%	84
2019 Q3	$78K	Hold	2,025	–	–	0.04%	88
2019 Q2	$79K	Buy	+2,025	New	+$77.6K	0.04%	90

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

McMillion Capital Management's IJH Position: Q1 2021 in Review

McMillion Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 1,850 shares — an estimated $85K sold.

McMillion Capital Management first reported a position in IJH in Q2 2019 and held it in 5 quarters. The position peaked at $85K in Q4 2020. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

McMillion Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
McMillion Capital Management sold 1,850 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $85K.
McMillion Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and held it in 5 quarters.
McMillion Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $85K in Q4 2020.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on McMillion Capital Management's 13F filing for Q1 2021, filed 13 May 2021.