NVWM LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NVWM LLC’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	-810	Closed	-$42.4K	–	452
2023 Q2	$42.4K	Buy	+810	New	+$40.3K	0.01%	254
2019 Q1	–	Sell	-665	Closed	-$22K	–	360
2018 Q4	$22K	Buy	665 +315	+90%	+$11.5K	0.02%	217
2018 Q3	$14K	Hold	350	–	–	0.01%	237
2018 Q2	$14K	Sell	350 -425	-55%	-$16.4K	0.01%	239
2018 Q1	$28K	Sell	775 -475	-38%	-$18.2K	0.02%	212
2017 Q4	$47K	Buy	+1,250	New	+$46.2K	0.04%	177

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NVWM LLC's IJH Position: Q3 2023 in Review

NVWM LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 810 shares — an estimated $42.4K sold.

NVWM LLC first reported a position in IJH in Q4 2017 and held it in 6 quarters. The position peaked at $47K in Q4 2017. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

NVWM LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
NVWM LLC sold 810 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $42.4K.
NVWM LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 6 quarters.
NVWM LLC's iShares Core S&P Mid-Cap ETF position peaked at $47K in Q4 2017.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on NVWM LLC's 13F filing for Q3 2023, filed 30 Oct 2023.