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

NEIRG 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 Q3	–	Sell	-18,940	Closed	-$990K	–	49
2023 Q2	$990K	Sell	18,940 -4,140	-18%	-$206K	0.18%	76
2023 Q1	$1.15M	Sell	23,080 -2,025	-8%	-$103K	0.2%	78
2022 Q4	$1.21M	Buy	+25,105	New	+$1.21M	0.23%	81

Other funds holding IJH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NEIRG Wealth Management's IJH Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 18,940 shares — an estimated $990K sold.

NEIRG Wealth Management first reported a position in IJH in Q4 2022 and held it in 3 quarters. The position peaked at $1.21M in Q4 2022. 2,006 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

NEIRG Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 18,940 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $990K.
NEIRG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
NEIRG Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.21M in Q4 2022.
2,006 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.