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Monumental Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Monumental Financial Group’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 		– Sell
-1,000
Closed -$54K – 48
2022
Q1 		$54K Buy
+1,000
New +$53.2K 0.04% 30

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monumental Financial Group's IJH Position: Q2 2022 in Review

Monumental Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 1,000 shares — an estimated $54K sold.

Monumental Financial Group first reported a position in IJH in Q1 2022 and held it in 1 quarter. The position peaked at $54K in Q1 2022. 1,798 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Monumental Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Monumental Financial Group sold 1,000 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $54K.
  • Monumental Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Monumental Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $54K in Q1 2022.
  • 1,798 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.