SNS Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SNS Financial 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	-4,385	Closed	-$228K	–	227
2021 Q1	$228K	Sell	4,385 -250	-5%	-$12.5K	0.03%	184
2020 Q4	$213K	Sell	4,635 -800	-15%	-$33.7K	0.03%	183
2020 Q3	$201K	Buy	+5,435	New	+$203K	0.03%	187
2020 Q1	–	Sell	-10,555	Closed	-$435K	–	212
2019 Q4	$435K	Buy	10,555 +120	+1%	+$4.76K	0.08%	135
2019 Q3	$403K	Hold	10,435	–	–	0.08%	127
2019 Q2	$405K	Buy	10,435 +675	+7%	+$25.9K	0.08%	133
2019 Q1	$370K	Buy	+9,760	New	+$360K	0.08%	131

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

SNS Financial Group's IJH Position: Q2 2021 in Review

SNS Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 4,385 shares — an estimated $228K sold.

SNS Financial Group first reported a position in IJH in Q1 2019 and held it in 7 quarters. The position peaked at $435K in Q4 2019. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

SNS Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
SNS Financial Group sold 4,385 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $228K.
SNS Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 7 quarters.
SNS Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $435K 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 SNS Financial Group's 13F filing for Q2 2021, filed 2 Aug 2021.