New England Guild Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

New England Guild Wealth Advisors’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 Q4	$1.61M	Sell	33,345 -2,170	-6%	-$105K	0.85%	29
2022 Q3	$1.56M	Sell	35,515 -2,285	-6%	-$110K	0.94%	27
2022 Q2	$1.71M	Buy	37,800 +9,890	+35%	+$488K	1.06%	28
2022 Q1	$1.5M	Buy	27,910 +20	+0.1%	+$1.06K	0.79%	30
2021 Q4	$1.58M	Buy	27,890 +10	+0%	+$557	0.79%	32
2021 Q3	$1.47M	Sell	27,880 -30	-0.1%	-$1.61K	0.78%	32
2021 Q2	$1.5M	Sell	27,910 -2,720	-9%	-$147K	0.81%	32
2021 Q1	$1.59M	Sell	30,630 -1,740	-5%	-$86.9K	0.9%	32
2020 Q4	$1.49M	Sell	32,370 -1,540	-5%	-$64.9K	0.88%	31
2020 Q3	$1.26M	Sell	33,910 -70	-0.2%	-$2.62K	0.88%	30
2020 Q2	$1.21M	Buy	33,980 +690	+2%	+$22.9K	0.89%	29
2020 Q1	$958K	Sell	33,290 -51,075	-61%	-$1.9M	0.86%	28
2019 Q4	$3.47M	Sell	84,365 -11,880	-12%	-$471K	2.49%	14
2019 Q3	$3.72M	Buy	96,245 +10,270	+12%	+$395K	2.67%	16
2019 Q2	$3.34M	Sell	85,975 -6,460	-7%	-$248K	2.48%	15
2019 Q1	$3.5M	Sell	92,435 -640	-0.7%	-$23.6K	2.65%	14
2018 Q4	$3.09M	Sell	93,075 -8,125	-8%	-$296K	2.59%	14
2018 Q3	$4.07M	Sell	101,200 -1,430	-1%	-$57.5K	3.68%	11
2018 Q2	$4M	Buy	102,630 +5,010	+5%	+$194K	3.65%	12
2018 Q1	$3.66M	Buy	97,620 +1,085	+1%	+$41.5K	3.47%	14
2017 Q4	$3.66M	Buy	+96,535	New	+$3.57M	3.51%	13

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Guild Wealth Advisors's IJH Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q4 2022, selling an estimated $105K and leaving 33,345 shares worth $1.61M. The position accounts for 0.85% of the portfolio, ranked #29.

New England Guild Wealth Advisors first reported a position in IJH in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.07M in Q3 2018. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

New England Guild Wealth Advisors held 33,345 shares of iShares Core S&P Mid-Cap ETF worth $1.61M as of Q4 2022.
New England Guild Wealth Advisors sold 2,170 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $105K.
iShares Core S&P Mid-Cap ETF made up 0.85% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #29 holding.
New England Guild Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.07M in Q3 2018.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.