Sentinel Pension Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sentinel Pension 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
2022 Q3	–	Sell	-16,375	Closed	-$741K	–	89
2022 Q2	$741K	Buy	+16,375	New	+$808K	0.25%	53

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sentinel Pension Advisors's IJH Position: Q3 2022 in Review

Sentinel Pension Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 16,375 shares — an estimated $741K sold.

Sentinel Pension Advisors first reported a position in IJH in Q2 2022 and held it in 1 quarter. The position peaked at $741K in Q2 2022. 1,770 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Sentinel Pension Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 16,375 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $741K.
Sentinel Pension Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
Sentinel Pension Advisors's iShares Core S&P Mid-Cap ETF position peaked at $741K in Q2 2022.
1,770 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Sentinel Pension Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.