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

REDW 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
2022 Q2	–	Sell	-4,570	Closed	-$245K	–	122
2022 Q1	$245K	Hold	4,570	–	–	0.07%	108
2021 Q4	$259K	Hold	4,570	–	–	0.08%	101
2021 Q3	$240K	Hold	4,570	–	–	0.08%	100
2021 Q2	$246K	Sell	4,570 -1,425	-24%	-$76.9K	0.08%	98
2021 Q1	$312K	Hold	5,995	–	–	0.1%	81
2020 Q4	$276K	Hold	5,995	–	–	0.1%	75
2020 Q3	$222K	Hold	5,995	–	–	0.09%	83
2020 Q2	$213K	Buy	+5,995	New	+$199K	0.11%	78
2020 Q1	–	Sell	-6,460	Closed	-$266K	–	80
2019 Q4	$266K	Hold	6,460	–	–	0.15%	66
2019 Q3	$250K	Hold	6,460	–	–	0.15%	69
2019 Q2	$251K	Hold	6,460	–	–	0.15%	68
2019 Q1	$245K	Sell	6,460 -65	-1%	-$2.4K	0.15%	68
2018 Q4	$217K	Hold	6,525	–	–	0.15%	66
2018 Q3	$263K	Hold	6,525	–	–	0.17%	66
2018 Q2	$254K	Hold	6,525	–	–	0.18%	64
2018 Q1	$245K	Hold	6,525	–	–	0.18%	65
2017 Q4	$248K	Buy	6,525 +485	+8%	+$17.9K	0.19%	63
2017 Q3	$216K	Sell	6,040 -530	-8%	-$18.5K	0.18%	74
2017 Q2	$229K	Hold	6,570	–	–	0.22%	64
2017 Q1	$225K	Sell	6,570 -695	-10%	-$23.7K	0.23%	64
2016 Q4	$240K	Buy	+7,265	New	+$230K	0.27%	62

Other funds holding IJH

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

REDW Wealth's IJH Position: Q2 2022 in Review

REDW Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 4,570 shares — an estimated $245K sold.

REDW Wealth first reported a position in IJH in Q4 2016 and held it in 21 quarters. The position peaked at $312K in Q1 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

REDW Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
REDW Wealth sold 4,570 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $245K.
REDW Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 21 quarters.
REDW Wealth's iShares Core S&P Mid-Cap ETF position peaked at $312K in Q1 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on REDW Wealth's 13F filing for Q2 2022, filed 29 Jul 2022.