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

Outlook 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 Q3	–	Sell	-30,375	Closed	-$1.37M	–	192
2022 Q2	$1.37M	Sell	30,375 -2,425	-7%	-$120K	0.56%	42
2022 Q1	$1.76M	Sell	32,800 -660	-2%	-$35.1K	0.59%	34
2021 Q4	$1.89M	Sell	33,460 -5,915	-15%	-$329K	0.56%	38
2021 Q3	$2.07M	Sell	39,375 -1,295	-3%	-$69.7K	0.68%	37
2021 Q2	$2.19M	Buy	+40,670	New	+$2.2M	0.7%	38
2020 Q2	–	Sell	-67,390	Closed	-$1.94M	–	172
2020 Q1	$1.94M	Buy	67,390 +16,185	+32%	+$602K	1.09%	24
2019 Q4	$2.11M	Buy	51,205 +14,540	+40%	+$576K	1.19%	20
2019 Q3	$1.42M	Buy	36,665 +15,140	+70%	+$582K	0.84%	34
2019 Q2	$837K	Buy	21,525 +15,860	+280%	+$608K	0.55%	46
2019 Q1	$215K	Buy	+5,665	New	+$209K	0.18%	136

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Outlook Wealth Advisors's IJH Position: Q3 2022 in Review

Outlook Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 30,375 shares — an estimated $1.37M sold.

Outlook Wealth Advisors first reported a position in IJH in Q1 2019 and held it in 10 quarters. The position peaked at $2.19M in Q2 2021. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Outlook Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 30,375 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $1.37M.
Outlook Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 10 quarters.
Outlook Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.19M in Q2 2021.
1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Outlook Wealth Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.