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

MFA 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 Q1	–	Sell	-17,420	Closed	-$843K	–	73
2022 Q4	$843K	Buy	+17,420	New	+$842K	0.31%	36
2022 Q1	–	Sell	-4,245	Closed	-$241K	–	71
2021 Q4	$241K	Buy	+4,245	New	+$236K	0.1%	63
2018 Q3	–	Sell	-12,850	Closed	-$516K	–	58
2018 Q2	$516K	Buy	+12,850	New	+$496K	0.34%	39
2018 Q1	–	Sell	-12,965	Closed	-$453K	–	51
2017 Q4	$453K	Buy	+12,965	New	+$479K	0.31%	44

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 $544B AUM 28.31% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFA Wealth Advisors's IJH Position: Q1 2023 in Review

MFA Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 17,420 shares — an estimated $843K sold.

MFA Wealth Advisors first reported a position in IJH in Q4 2017 and held it in 4 quarters. The position peaked at $843K in Q4 2022. 1,913 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

MFA Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
MFA Wealth Advisors sold 17,420 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $843K.
MFA Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
MFA Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $843K in Q4 2022.
1,913 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on MFA Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.