Polaris Wealth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$4.54M	Buy	91,100 +14,320	+19%	+$750K	0.35%	79
2023 Q2	$4.02M	Buy	76,780 +7,795	+11%	+$387K	0.3%	83
2023 Q1	$3.45M	Buy	68,985 +810	+1%	+$41.3K	0.25%	84
2022 Q4	$3.46M	Buy	68,175 +1,490	+2%	+$72K	0.26%	80
2022 Q3	$3M	Buy	+66,685	New	+$3.22M	0.25%	73
2022 Q2	–	Sell	-78,205	Closed	-$4.08M	–	155
2022 Q1	$4.08M	Buy	+78,205	New	+$4.16M	0.27%	73
2021 Q4	–	Sell	-75,205	Closed	-$4.06M	–	184
2021 Q3	$4.06M	Buy	+75,205	New	+$4.05M	0.24%	77
2021 Q2	–	Sell	-73,190	Closed	-$3.9M	–	187
2021 Q1	$3.9M	Sell	73,190 -3,205	-4%	-$160K	0.25%	77
2020 Q4	$3.68M	Buy	76,395 +12,995	+20%	+$548K	0.27%	87
2020 Q3	$2.46M	Buy	63,400 +11,500	+22%	+$430K	0.23%	83
2020 Q2	$1.83M	Buy	51,900 +5,755	+12%	+$191K	0.14%	81
2020 Q1	$1.33M	Buy	46,145 +13,645	+42%	+$507K	0.14%	66
2019 Q4	$1.36M	Buy	+32,500	New	+$1.29M	0.09%	93
2019 Q1	–	Sell	-22,350	Closed	-$742K	–	157
2018 Q4	$742K	Buy	22,350 +3,420	+18%	+$125K	0.07%	90
2018 Q3	$762K	Buy	18,930 +9,590	+103%	+$385K	0.05%	99
2018 Q2	$350K	Sell	9,340 -865	-8%	-$33.4K	0.03%	91
2018 Q1	$383K	Sell	10,205 -1,840	-15%	-$70.4K	0.03%	113
2017 Q4	$457K	Sell	12,045 -17,510	-59%	-$648K	0.04%	111
2017 Q3	$1.06M	Buy	29,555 +3,145	+12%	+$110K	0.09%	90
2017 Q2	$919K	Buy	+26,410	New	+$912K	0.1%	79
2014 Q3	–	Sell	-452,955	Closed	-$13M	–	75
2014 Q2	$13M	Sell	452,955 -2,865	-0.6%	-$78.7K	2.89%	13
2014 Q1	$12.5M	Buy	455,820 +9,960	+2%	+$268K	2.93%	13
2013 Q4	$11.9M	Buy	+445,860	New	+$11.5M	2.93%	14
2013 Q3	–	Sell	-1,725	Closed	-$39.8K	–	149
2013 Q2	$39.8K	Buy	+1,725	New	+$40K	0.02%	85

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Polaris Wealth Advisory Group's IJH Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q3 2023, buying an estimated $750K and bringing the position to 91,100 shares worth $4.54M. The position accounts for 0.35% of the portfolio, ranked #79.

Polaris Wealth Advisory Group first reported a position in IJH in Q2 2013 and has held it in 24 quarters since. The position peaked at $13M in Q2 2014. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Polaris Wealth Advisory Group held 91,100 shares of iShares Core S&P Mid-Cap ETF worth $4.54M as of Q3 2023.
Polaris Wealth Advisory Group bought 14,320 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $750K.
iShares Core S&P Mid-Cap ETF made up 0.35% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #79 holding.
Polaris Wealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 24 quarters since.
Polaris Wealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $13M in Q2 2014.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.