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

Resource Planning Group’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	-4,210	Closed	-$204K	–	64
2022 Q4	$204K	Buy	+4,210	New	+$203K	0.16%	64
2022 Q2	–	Sell	-4,210	Closed	-$226K	–	67
2022 Q1	$226K	Hold	4,210	–	–	0.16%	62
2021 Q4	$238K	Hold	4,210	–	–	0.16%	62
2021 Q3	$222K	Hold	4,210	–	–	0.14%	78
2021 Q2	$226K	Buy	+4,210	New	+$227K	0.13%	76

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

Resource Planning Group's IJH Position: Q1 2023 in Review

Resource Planning Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 4,210 shares — an estimated $204K sold.

Resource Planning Group first reported a position in IJH in Q2 2021 and held it in 5 quarters. The position peaked at $238K in Q4 2021. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Resource Planning Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Resource Planning Group sold 4,210 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $204K.
Resource Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 5 quarters.
Resource Planning Group's iShares Core S&P Mid-Cap ETF position peaked at $238K 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 Resource Planning Group's 13F filing for Q1 2023, filed 12 May 2023.