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

Novak Financial Planning’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	$1.17M	Sell	21,815 -290	-1%	-$15.7K	0.57%	56
2021 Q1	$1.15M	Sell	22,105 -2,315	-9%	-$116K	0.63%	53
2020 Q4	$1.12M	Buy	+24,420	New	+$1.03M	0.66%	45

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Novak Financial Planning's IJH Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2021, selling an estimated $15.7K and leaving 21,815 shares worth $1.17M. The position accounts for 0.57% of the portfolio, ranked #56.

Novak Financial Planning first reported a position in IJH in Q4 2020 and has held it in 3 quarters since. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Novak Financial Planning held 21,815 shares of iShares Core S&P Mid-Cap ETF worth $1.17M as of Q2 2021.
Novak Financial Planning sold 290 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $15.7K.
iShares Core S&P Mid-Cap ETF made up 0.57% of Novak Financial Planning's portfolio in Q2 2021, its #56 holding.
Novak Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 3 quarters since.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.