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

Phoenix 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
2021 Q4	–	Sell	-490	Closed	-$26K	–	231
2021 Q3	$26K	Sell	490 -70	-13%	-$3.77K	0.02%	242
2021 Q2	$30K	Hold	560	–	–	0.02%	223
2021 Q1	$30K	Hold	560	–	–	0.02%	224
2020 Q4	$26K	Buy	+560	New	+$23.6K	0.02%	237

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Phoenix Wealth Advisors's IJH Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 490 shares — an estimated $26K sold.

Phoenix Wealth Advisors first reported a position in IJH in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q2 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 490 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $26K.
Phoenix Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $30K in Q2 2021.
1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.