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

Resource 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 Q1	–	Sell	-4,485	Closed	-$206K	–	182
2020 Q4	$206K	Buy	+4,485	New	+$189K	0.03%	167
2020 Q2	–	Sell	-7,970	Closed	-$229K	–	147
2020 Q1	$229K	Hold	7,970	–	–	0.05%	117
2019 Q4	$328K	Buy	7,970 +2,450	+44%	+$97.1K	0.05%	112
2019 Q3	$213K	Buy	5,520 +140	+3%	+$5.38K	0.04%	130
2019 Q2	$209K	Hold	5,380	–	–	0.04%	132
2019 Q1	$204K	Buy	+5,380	New	+$199K	0.04%	128
2018 Q4	–	Sell	-5,235	Closed	-$211K	–	135
2018 Q3	$211K	Buy	+5,235	New	+$210K	0.04%	136

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Resource Management's IJH Position: Q1 2021 in Review

Resource Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 4,485 shares — an estimated $206K sold.

Resource Management first reported a position in IJH in Q3 2018 and held it in 7 quarters. The position peaked at $328K in Q4 2019. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Resource Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Resource Management sold 4,485 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $206K.
Resource Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 7 quarters.
Resource Management's iShares Core S&P Mid-Cap ETF position peaked at $328K in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Resource Management's 13F filing for Q1 2021, filed 14 May 2021.