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

Paces Ferry 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
2020
Q4 		– Sell
-2,135
Closed -$79K – 594
2020
Q3 		$79K Buy
+2,135
New +$79.8K 0.07% 182

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paces Ferry Wealth Advisors's IJH Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2020, closing a stake of 2,135 shares — an estimated $79K sold.

Paces Ferry Wealth Advisors first reported a position in IJH in Q3 2020 and held it in 1 quarter. The position peaked at $79K in Q3 2020. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 2,135 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $79K.
  • Paces Ferry Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $79K in Q3 2020.
  • 1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.