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Relaxing Retirement Coach’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Relaxing Retirement Coach’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
Q2 		$2.41M Sell
46,030
-1,420
-3% -$70.6K 0.72% 19
2023
Q1 		$2.37M Buy
47,450
+60
+0.1% +$3.06K 0.79% 19
2022
Q4 		$2.29M Buy
47,390
+2,650
+6% +$128K 0.85% 19
2022
Q3 		$1.96M Sell
44,740
-165
-0.4% -$7.98K 0.93% 19
2022
Q2 		$2.03M Buy
44,905
+6,020
+15% +$297K 1.02% 19
2022
Q1 		$2.09M Sell
38,885
-465
-1% -$24.8K 1.07% 18
2021
Q4 		$2.23M Sell
39,350
-920
-2% -$51.2K 1.28% 19
2021
Q3 		$2.12M Sell
40,270
-3,620
-8% -$195K 1.74% 18
2021
Q2 		$2.36M Buy
43,890
+1,620
+4% +$87.5K 2.01% 17
2021
Q1 		$2.2M Sell
42,270
-35,040
-45% -$1.75M 2.51% 14
2020
Q4 		$3.55M Sell
77,310
-239,280
-76% -$10.1M 3.88% 8
2020
Q3 		$11.7M Buy
316,590
+67,245
+27% +$2.51M 5.12% 3
2020
Q2 		$8.87M Sell
249,345
-120,070
-33% -$3.99M 6.24% 2
2020
Q1 		$10.6M Sell
369,415
-251,260
-40% -$9.34M 6.55% 2
2019
Q4 		$25.5M Sell
620,675
-2,320
-0.4% -$91.9K 7.47% 1
2019
Q3 		$24.1M Buy
622,995
+1,330
+0.2% +$51.1K 7.44% 1
2019
Q2 		$24.2M Buy
621,665
+9,140
+1% +$350K 7.38% 1
2019
Q1 		$23.2M Buy
612,525
+750
+0.1% +$27.7K 7.23% 1
2018
Q4 		$20.3M Sell
611,775
-5,460
-0.9% -$199K 6.88% 1
2018
Q3 		$24.8M Sell
617,235
-5,910
-0.9% -$238K 7.45% 1
2018
Q2 		$24.3M Buy
623,145
+118,650
+24% +$4.58M 7.49% 1
2018
Q1 		$18.9M Buy
504,495
+210,095
+71% +$8.04M 5.98% 2
2017
Q4 		$11.2M Buy
+294,400
New +$10.9M 3.63% 12

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Relaxing Retirement Coach's IJH Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2023, selling an estimated $70.6K and leaving 46,030 shares worth $2.41M. The position accounts for 0.72% of the portfolio, ranked #19.

Relaxing Retirement Coach first reported a position in IJH in Q4 2017 and has held it in 23 quarters since. The position peaked at $25.5M in Q4 2019. 1,962 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

  • Relaxing Retirement Coach held 46,030 shares of iShares Core S&P Mid-Cap ETF worth $2.41M as of Q2 2023.
  • Relaxing Retirement Coach sold 1,420 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $70.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.72% of Relaxing Retirement Coach's portfolio in Q2 2023, its #19 holding.
  • Relaxing Retirement Coach first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's iShares Core S&P Mid-Cap ETF position peaked at $25.5M in Q4 2019.
  • 1,962 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.