Richard P. Slaughter Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Richard P. Slaughter Associates’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 Q4	–	Sell	-5,735	Closed	-$251K	–	132
2022 Q3	$251K	Buy	+5,735	New	+$277K	0.11%	119
2022 Q2	–	Sell	-6,260	Closed	-$335K	–	130
2022 Q1	$335K	Sell	6,260 -1,685	-21%	-$89.7K	0.12%	118
2021 Q4	$449K	Hold	7,945	–	–	0.16%	110
2021 Q3	$418K	Sell	7,945 -1,685	-17%	-$90.7K	0.17%	106
2021 Q2	$517K	Sell	9,630 -75	-0.8%	-$4.05K	0.2%	102
2021 Q1	$505K	Sell	9,705 -17,700	-65%	-$884K	0.21%	101
2020 Q4	$1.26M	Sell	27,405 -430	-2%	-$18.1K	0.53%	52
2020 Q3	$1.03M	Sell	27,835 -7,690	-22%	-$287K	0.47%	55
2020 Q2	$1.26M	Sell	35,525 -20,895	-37%	-$694K	0.55%	53
2020 Q1	$1.62M	Sell	56,420 -36,235	-39%	-$1.35M	0.85%	34
2019 Q4	$3.81M	Buy	+92,655	New	+$3.67M	1.52%	18

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richard P. Slaughter Associates's IJH Position: Q4 2022 in Review

Richard P. Slaughter Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 5,735 shares — an estimated $251K sold.

Richard P. Slaughter Associates first reported a position in IJH in Q4 2019 and held it in 11 quarters. The position peaked at $3.81M in Q4 2019. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Richard P. Slaughter Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Richard P. Slaughter Associates sold 5,735 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $251K.
Richard P. Slaughter Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 11 quarters.
Richard P. Slaughter Associates's iShares Core S&P Mid-Cap ETF position peaked at $3.81M in Q4 2019.
1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Richard P. Slaughter Associates's 13F filing for Q4 2022, filed 9 Jan 2023.