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

Redmont 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
2023 Q1	–	Sell	-5,000	Closed	-$242K	–	89
2022 Q4	$242K	Hold	5,000	–	–	0.28%	89
2022 Q3	$219K	Hold	5,000	–	–	0.28%	86
2022 Q2	$226K	Hold	5,000	–	–	0.27%	90
2022 Q1	$268K	Hold	5,000	–	–	0.29%	79
2021 Q4	$283K	Buy	+5,000	New	+$278K	0.3%	72

Other funds holding IJH

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

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

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

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

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

Redmont Wealth Advisors's IJH Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 5,000 shares — an estimated $242K sold.

Redmont Wealth Advisors first reported a position in IJH in Q4 2021 and held it in 5 quarters. The position peaked at $283K in Q4 2021. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Redmont Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Redmont Wealth Advisors sold 5,000 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $242K.
Redmont Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Redmont Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $283K in Q4 2021.
1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.