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Safeguard Investment Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-1,065
Closed -$49K – 367
2020
Q4 		$49K Buy
+1,065
New +$44.9K 0.04% 203

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

Safeguard Investment Advisory Group's IJH Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 1,065 shares — an estimated $49K sold.

Safeguard Investment Advisory Group first reported a position in IJH in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 1,617 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,065 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $49K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $49K in Q4 2020.
  • 1,617 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.