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

Mosaic Family Wealth’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 Q4	$384K	Hold	6,775	–	–	0.1%	119
2021 Q3	$356K	Buy	6,775 +715	+12%	+$38.5K	0.1%	121
2021 Q2	$326K	Buy	6,060 +1,075	+22%	+$58K	0.09%	124
2021 Q1	$259K	Hold	4,985	–	–	0.07%	135
2020 Q4	$229K	Buy	+4,985	New	+$210K	0.08%	140
2020 Q3	–	Sell	-10,080	Closed	-$358K	–	143
2020 Q2	$358K	Buy	+10,080	New	+$335K	0.15%	90
2020 Q1	–	Sell	-6,215	Closed	-$256K	–	144
2019 Q4	$256K	Sell	6,215 -1,285	-17%	-$50.9K	0.1%	126
2019 Q3	$290K	Buy	7,500 +10	+0.1%	+$384	0.12%	125
2019 Q2	$291K	Buy	7,490 +10	+0.1%	+$383	0.12%	129
2019 Q1	$283K	Buy	7,480 +10	+0.1%	+$369	0.11%	124
2018 Q4	$248K	Buy	7,470 +10	+0.1%	+$365	0.1%	130
2018 Q3	$276K	Buy	7,460 +10	+0.1%	+$402	0.11%	126
2018 Q2	$290K	Buy	7,450 +2,635	+55%	+$102K	0.11%	128
2018 Q1	$181K	Hold	4,815	–	–	0.07%	166
2017 Q4	$183K	Buy	4,815 +4,600	+2,140%	+$170K	0.07%	175
2017 Q3	$8K	Sell	215 -40	-16%	-$1.39K	﹤0.01%	603
2017 Q2	$9K	Sell	255 -225	-47%	-$7.77K	﹤0.01%	515
2017 Q1	$16K	Buy	480 +40	+9%	+$1.36K	0.01%	463
2016 Q4	$15K	Hold	440	–	–	0.01%	467
2016 Q3	$14K	Hold	440	–	–	0.01%	477
2016 Q2	$13K	Hold	440	–	–	0.01%	500
2016 Q1	$12K	Hold	440	–	–	0.01%	500
2015 Q4	$12K	Buy	+440	New	+$12.6K	0.01%	503

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth's IJH Position: Q4 2021 in Review

Mosaic Family Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2021 at 6,775 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #119.

Mosaic Family Wealth first reported a position in IJH in Q4 2015 and has held it in 23 quarters since. 1,866 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Mosaic Family Wealth held 6,775 shares of iShares Core S&P Mid-Cap ETF worth $384K as of Q4 2021.
Mosaic Family Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2021.
iShares Core S&P Mid-Cap ETF made up 0.1% of Mosaic Family Wealth's portfolio in Q4 2021, its #119 holding.
Mosaic Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 23 quarters since.
1,866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.