Seven Springs Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Seven Springs Wealth 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 Q2	–	Sell	-725	Closed	-$38K	–	112
2021 Q1	$38K	Hold	725	–	–	0.02%	86
2020 Q4	$33K	Hold	725	–	–	0.02%	87
2020 Q3	$27K	Hold	725	–	–	0.02%	89
2020 Q2	$26K	Buy	+725	New	+$24.1K	0.02%	86
2020 Q1	–	Sell	-12,605	Closed	-$519K	–	172
2019 Q4	$519K	Buy	+12,605	New	+$500K	0.35%	26

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Seven Springs Wealth Group's IJH Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 725 shares — an estimated $38K sold.

Seven Springs Wealth Group first reported a position in IJH in Q4 2019 and held it in 5 quarters. The position peaked at $519K in Q4 2019. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Seven Springs Wealth Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 725 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $38K.
Seven Springs Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 5 quarters.
Seven Springs Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $519K in Q4 2019.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.