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

Petra Financial 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
2023
Q2 		– Sell
-882,040
Closed -$13.7M – 118
2023
Q1 		$13.7M Buy
+882,040
New +$44.9M 13.59% 1

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Petra Financial Advisors's IJH Position: Q2 2023 in Review

Petra Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2023, closing a stake of 882,040 shares — an estimated $13.7M sold.

Petra Financial Advisors first reported a position in IJH in Q1 2023 and held it in 1 quarter. The position peaked at $13.7M in Q1 2023. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

  • Petra Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 882,040 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $13.7M.
  • Petra Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Petra Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $13.7M in Q1 2023.
  • 1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Petra Financial Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.