Private Wealth Advisors (Pennsylvania)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q4	$1.62M	Buy	+35,275	New	+$1.49M	0.92%	26
2020 Q1	–	Sell	-87,265	Closed	-$3.58M	–	108
2019 Q4	$3.58M	Sell	87,265 -41,405	-32%	-$1.64M	1.91%	15
2019 Q3	$4.97M	Sell	128,670 -115,005	-47%	-$4.42M	2.53%	8
2019 Q2	$9.47M	Buy	243,675 +15,550	+7%	+$596K	3.36%	5
2019 Q1	$8.64M	Buy	228,125 +13,770	+6%	+$509K	3.23%	6
2018 Q4	$7.12M	Buy	214,355 +1,440	+0.7%	+$52.5K	3.09%	6
2018 Q3	$8.57M	Buy	212,915 +8,110	+4%	+$326K	3.17%	5
2018 Q2	$7.98M	Buy	204,805 +10,505	+5%	+$406K	3.18%	5
2018 Q1	$7.29M	Buy	194,300 +8,205	+4%	+$314K	2.92%	5
2017 Q4	$7.06M	Buy	186,095 +6,060	+3%	+$224K	2.74%	5
2017 Q3	$6.44M	Buy	180,035 +2,515	+1%	+$87.6K	2.64%	5
2017 Q2	$6.18M	Buy	177,520 +16,140	+10%	+$557K	2.64%	5
2017 Q1	$5.53M	Buy	161,380 +14,550	+10%	+$495K	2.48%	8
2016 Q4	$4.86M	Buy	146,830 +9,650	+7%	+$306K	2.26%	10
2016 Q3	$4.25M	Buy	137,180 +3,465	+3%	+$107K	2.02%	12
2016 Q2	$4M	Buy	133,715 +34,900	+35%	+$1.02M	1.96%	13
2016 Q1	$2.85M	Buy	98,815 +5,360	+6%	+$143K	1.52%	19
2015 Q4	$2.6M	Buy	93,455 +17,015	+22%	+$486K	1.47%	21
2015 Q3	$2.09M	Buy	76,440 +645	+0.9%	+$18.8K	1.04%	29
2015 Q2	$2.27M	Buy	75,795 +10,905	+17%	+$333K	1.03%	34
2015 Q1	$1.97M	Buy	+64,890	New	+$1.92M	0.92%	34

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

RJA

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

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

Private Wealth Advisors (Pennsylvania)'s IJH Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2020: 35,275 shares worth $1.62M. The stake represents 0.92% of the portfolio and ranks #26 among its holdings. This is a return to the name: Private Wealth Advisors (Pennsylvania) previously reported a position in IJH as recently as Q4 2019.

Private Wealth Advisors (Pennsylvania) first reported a position in IJH in Q1 2015 and has held it in 21 quarters since. The position peaked at $9.47M in Q2 2019. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 35,275 shares of iShares Core S&P Mid-Cap ETF worth $1.62M as of Q4 2020.
iShares Core S&P Mid-Cap ETF was a new Private Wealth Advisors (Pennsylvania) position in Q4 2020.
iShares Core S&P Mid-Cap ETF made up 0.92% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #26 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 21 quarters since.
Private Wealth Advisors (Pennsylvania)'s iShares Core S&P Mid-Cap ETF position peaked at $9.47M in Q2 2019.
1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.