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

Price Wealth’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 Q3	$1.58M	Sell	42,650 -14,120	-25%	-$528K	0.44%	27
2020 Q2	$2.02M	Sell	56,770 -52,860	-48%	-$1.76M	0.6%	26
2020 Q1	$3.15M	Sell	109,630 -104,785	-49%	-$3.9M	1.14%	19
2019 Q4	$8.83M	Buy	214,415 +1,430	+0.7%	+$56.7K	2.75%	11
2019 Q3	$8.23M	Hold	212,985	–	–	2.69%	11
2019 Q2	$8.28M	Buy	212,985 +71,165	+50%	+$2.73M	2.68%	10
2019 Q1	$5.37M	Buy	141,820 +3,175	+2%	+$117K	2.06%	10
2018 Q4	$4.61M	Buy	138,645 +9,135	+7%	+$333K	1.94%	10
2018 Q3	$5.21M	Buy	129,510 +5,300	+4%	+$213K	1.94%	10
2018 Q2	$4.84M	Buy	124,210 +16,185	+15%	+$625K	1.84%	9
2018 Q1	$4.05M	Buy	108,025 +9,380	+10%	+$359K	2.43%	8
2017 Q4	$3.74M	Buy	+98,645	New	+$3.65M	2.45%	9

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Price Wealth's IJH Position: Q3 2020 in Review

Price Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q3 2020, selling an estimated $528K and leaving 42,650 shares worth $1.58M. The position accounts for 0.44% of the portfolio, ranked #27.

Price Wealth first reported a position in IJH in Q4 2017 and has held it in 12 quarters since. The position peaked at $8.83M in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Price Wealth held 42,650 shares of iShares Core S&P Mid-Cap ETF worth $1.58M as of Q3 2020.
Price Wealth sold 14,120 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $528K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Price Wealth's portfolio in Q3 2020, its #27 holding.
Price Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
Price Wealth's iShares Core S&P Mid-Cap ETF position peaked at $8.83M in Q4 2019.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.