San Luis Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

San Luis Wealth Advisors’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 Q3	–	Sell	-31,105	Closed	-$1.63M	–	106
2023 Q2	$1.63M	Sell	31,105 -3,080	-9%	-$153K	0.57%	38
2023 Q1	$1.71M	Buy	+34,185	New	+$1.74M	0.66%	42
2022 Q2	–	Sell	-150	Closed	-$8K	–	244
2022 Q1	$8K	Buy	+150	New	+$7.99K	﹤0.01%	377

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

San Luis Wealth Advisors's IJH Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 31,105 shares — an estimated $1.63M sold.

San Luis Wealth Advisors first reported a position in IJH in Q1 2022 and held it in 3 quarters. The position peaked at $1.71M in Q1 2023. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

San Luis Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 31,105 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $1.63M.
San Luis Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 3 quarters.
San Luis Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.71M in Q1 2023.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.