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

Silversage 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 Q2	$731K	Buy	+13,610	New	+$735K	30.33%	1
2020 Q3	–	Sell	-64,250	Closed	-$2.68M	–	21
2020 Q2	$2.68M	Buy	64,250 +30,325	+89%	+$1.01M	2.78%	9
2020 Q1	$976K	Sell	33,925 -31,605	-48%	-$1.18M	1.43%	14
2019 Q4	$2.7M	Buy	+65,530	New	+$2.6M	2.85%	9

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

Silversage Advisors's IJH Position: Q2 2021 in Review

Silversage Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021: 13,610 shares worth $731K. The stake represents 30.33% of the portfolio and ranks #1 among its holdings. This is a return to the name: Silversage Advisors previously reported a position in IJH as recently as Q2 2020.

Silversage Advisors first reported a position in IJH in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.7M in Q4 2019. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Silversage Advisors held 13,610 shares of iShares Core S&P Mid-Cap ETF worth $731K as of Q2 2021.
iShares Core S&P Mid-Cap ETF was a new Silversage Advisors position in Q2 2021.
iShares Core S&P Mid-Cap ETF made up 30.33% of Silversage Advisors's portfolio in Q2 2021, its #1 holding.
Silversage Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
Silversage Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.7M 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 Silversage Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.