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

Minot 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
2022 Q2	$439K	Buy	9,705 +5	+0.1%	+$247	0.11%	121
2022 Q1	$521K	Buy	9,700 +100	+1%	+$5.32K	0.11%	125
2021 Q4	$544K	Buy	9,600 +3,760	+64%	+$209K	0.1%	123
2021 Q3	$307K	Buy	5,840 +425	+8%	+$22.9K	0.07%	159
2021 Q2	$289K	Buy	5,415 +5	+0.1%	+$270	0.06%	159
2021 Q1	$282K	Hold	5,410	–	–	0.07%	141
2020 Q4	$249K	Buy	5,410 +5	+0.1%	+$211	0.07%	136
2020 Q3	$200K	Buy	+5,405	New	+$202K	0.08%	133
2020 Q1	–	Sell	-11,615	Closed	-$483K	–	119
2019 Q4	$483K	Buy	+11,615	New	+$460K	0.22%	88

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Minot Wealth Management's IJH Position: Q2 2022 in Review

Minot Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q2 2022, buying an estimated $247 and bringing the position to 9,705 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #121.

Minot Wealth Management first reported a position in IJH in Q4 2019 and has held it in 9 quarters since. The position peaked at $544K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Minot Wealth Management held 9,705 shares of iShares Core S&P Mid-Cap ETF worth $439K as of Q2 2022.
Minot Wealth Management bought 5 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $247.
iShares Core S&P Mid-Cap ETF made up 0.11% of Minot Wealth Management's portfolio in Q2 2022, its #121 holding.
Minot Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 9 quarters since.
Minot Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $544K in Q4 2021.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.