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

SFMG 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
2021 Q1	–	Sell	-5,010	Closed	-$230K	–	247
2020 Q4	$230K	Buy	+5,010	New	+$211K	0.03%	196
2020 Q3	–	Sell	-7,490	Closed	-$266K	–	189
2020 Q2	$266K	Hold	7,490	–	–	0.04%	130
2020 Q1	$216K	Sell	7,490 -1,275	-15%	-$47.4K	0.03%	121
2019 Q4	$361K	Hold	8,765	–	–	0.04%	119
2019 Q3	$339K	Sell	8,765 -55	-0.6%	-$2.11K	0.05%	111
2019 Q2	$350K	Buy	+8,820	New	+$338K	0.05%	108
2018 Q2	–	Sell	-5,625	Closed	-$211K	–	161
2018 Q1	$211K	Buy	+5,625	New	+$215K	0.04%	136
2015 Q2	–	Sell	-14,160	Closed	-$430K	–	140
2015 Q1	$430K	Buy	+14,160	New	+$419K	0.03%	110

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

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

SFMG Wealth Advisors's IJH Position: Q1 2021 in Review

SFMG Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 5,010 shares — an estimated $230K sold.

SFMG Wealth Advisors first reported a position in IJH in Q1 2015 and held it in 8 quarters. The position peaked at $430K in Q1 2015. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

SFMG Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 5,010 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $230K.
SFMG Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and held it in 8 quarters.
SFMG Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $430K in Q1 2015.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on SFMG Wealth Advisors's 13F filing for Q1 2021, filed 3 May 2021.