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

PRW Wealth Management’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 Q3	–	Sell	-58,625	Closed	-$3.15M	–	186
2021 Q2	$3.15M	Buy	+58,625	New	+$3.17M	0.93%	20
2020 Q1	–	Sell	-26,830	Closed	-$1.1M	–	66
2019 Q4	$1.1M	Sell	26,830 -2,500	-9%	-$99.1K	1.25%	22
2019 Q3	$1.13M	Sell	29,330 -3,065	-9%	-$118K	1.38%	21
2019 Q2	$1.26M	Hold	32,395	–	–	1.4%	22
2019 Q1	$1.23M	Sell	32,395 -1,750	-5%	-$64.6K	1.14%	22
2018 Q4	$1.14M	Buy	+34,145	New	+$1.25M	1.41%	18

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PRW Wealth Management's IJH Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 58,625 shares — an estimated $3.15M sold.

PRW Wealth Management first reported a position in IJH in Q4 2018 and held it in 6 quarters. The position peaked at $3.15M in Q2 2021. 1,641 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

PRW Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 58,625 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $3.15M.
PRW Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
PRW Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.15M in Q2 2021.
1,641 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.