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

MinichMacGregor 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
2023 Q1	–	Sell	-30	Closed	-$1.45K	–	342
2022 Q4	$1.45K	Buy	+30	New	+$1.45K	﹤0.01%	599
2020 Q1	–	Sell	-46,595	Closed	-$1.92M	–	96
2019 Q4	$1.92M	Sell	46,595 -935	-2%	-$37.1K	1.07%	25
2019 Q3	$1.84M	Sell	47,530 -90	-0.2%	-$3.46K	1.24%	23
2019 Q2	$1.85M	Buy	47,620 +315	+0.7%	+$12.1K	1.3%	24
2019 Q1	$1.82M	Sell	47,305 -166,290	-78%	-$6.14M	1.36%	21
2018 Q4	$7.64M	Buy	213,595 +211,685	+11,083%	+$7.72M	5.23%	2
2018 Q3	$76K	Hold	1,910	–	–	0.05%	98
2018 Q2	$74K	Hold	1,910	–	–	0.05%	93
2018 Q1	$71K	Hold	1,910	–	–	0.06%	89
2017 Q4	$72K	Sell	1,910 -200	-9%	-$7.4K	0.06%	86
2017 Q3	$75K	Hold	2,110	–	–	0.06%	76
2017 Q2	$73K	Sell	2,110 -1,250	-37%	-$43.2K	0.06%	75
2017 Q1	$115K	Hold	3,360	–	–	0.1%	54
2016 Q4	$111K	Hold	3,360	–	–	0.1%	57
2016 Q3	$103K	Sell	3,360 -3,930	-54%	-$121K	0.1%	60
2016 Q2	$217K	Buy	7,290 +15	+0.2%	+$440	0.2%	34
2016 Q1	$209K	Sell	7,275 -109,865	-94%	-$2.93M	0.2%	36
2015 Q4	$3.57M	Buy	+117,140	New	+$3.35M	3.32%	12

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

MinichMacGregor Wealth Management's IJH Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 30 shares — an estimated $1.45K sold.

MinichMacGregor Wealth Management first reported a position in IJH in Q4 2015 and held it in 18 quarters. The position peaked at $7.64M in Q4 2018. 1,913 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 30 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $1.45K.
MinichMacGregor Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 18 quarters.
MinichMacGregor Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.64M in Q4 2018.
1,913 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.