MPS Loria Financial Planners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-350	Closed	-$18K	–	324
2021 Q1	$18K	Sell	350 -5	-1%	-$250	0.01%	247
2020 Q4	$16K	Hold	355	–	–	0.01%	253
2020 Q3	$13K	Hold	355	–	–	0.01%	224
2020 Q2	$13K	Buy	+355	New	+$11.8K	0.01%	228
2017 Q3	–	Sell	-740	Closed	-$25K	–	207
2017 Q2	$25K	Buy	+740	New	+$25.5K	0.02%	212

Other funds holding IJH

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MPS Loria Financial Planners's IJH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 350 shares — an estimated $18K sold.

MPS Loria Financial Planners first reported a position in IJH in Q2 2017 and held it in 5 quarters. The position peaked at $25K in Q2 2017. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 350 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $18K.
MPS Loria Financial Planners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares Core S&P Mid-Cap ETF position peaked at $25K in Q2 2017.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.