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

Personal Wealth Partners’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 Q2	–	Sell	-78,050	Closed	-$4.19M	–	25
2022 Q1	$4.19M	Sell	78,050 -7,355	-9%	-$392K	1.83%	15
2021 Q4	$4.83M	Sell	85,405 -2,245	-3%	-$125K	2%	12
2021 Q3	$4.61M	Sell	87,650 -4,145	-5%	-$223K	1.94%	13
2021 Q2	$4.93M	Sell	91,795 -5,930	-6%	-$320K	1.99%	11
2021 Q1	$5.09M	Sell	97,725 -57,940	-37%	-$2.89M	2.3%	12
2020 Q4	$7.16M	Sell	155,665 -22,590	-13%	-$952K	3.35%	9
2020 Q3	$6.61M	Sell	178,255 -42,280	-19%	-$1.58M	3.46%	7
2020 Q2	$7.84M	Sell	220,535 -165,335	-43%	-$5.49M	4.3%	6
2020 Q1	$11.1M	Buy	385,870 +6,415	+2%	+$239K	6.67%	4
2019 Q4	$15.6M	Buy	379,455 +38,045	+11%	+$1.51M	6.73%	4
2019 Q3	$13.2M	Buy	341,410 +14,615	+4%	+$562K	6.09%	5
2019 Q2	$12.7M	Buy	326,795 +5,510	+2%	+$211K	6.07%	4
2019 Q1	$12.2M	Buy	+321,285	New	+$11.9M	6.47%	4

Other funds holding IJH

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's IJH Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 78,050 shares — an estimated $4.19M sold.

Personal Wealth Partners first reported a position in IJH in Q1 2019 and held it in 13 quarters. The position peaked at $15.6M in Q4 2019. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Personal Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 78,050 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $4.19M.
Personal Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $15.6M in Q4 2019.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.