Sonora Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sonora Investment Management’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 Q3	$228K	Buy	4,325 +1,425	+49%	+$76.7K	0.03%	191
2021 Q2	$156K	Hold	2,900	–	–	0.02%	219
2021 Q1	$151K	Hold	2,900	–	–	0.01%	334
2020 Q4	$133K	Hold	2,900	–	–	0.01%	361
2020 Q3	$107K	Sell	2,900 -890	-23%	-$33.3K	0.01%	370
2020 Q2	$135K	Sell	3,790 -1,530	-29%	-$50.8K	0.01%	284
2020 Q1	$153K	Sell	5,320 -1,305	-20%	-$48.5K	0.02%	252
2019 Q4	$273K	Buy	6,625 +2,665	+67%	+$106K	0.03%	231
2019 Q3	$153K	Hold	3,960	–	–	0.02%	272
2019 Q2	$154K	Hold	3,960	–	–	0.02%	267
2019 Q1	$150K	Hold	3,960	–	–	0.02%	257
2018 Q4	$132K	Hold	3,960	–	–	0.02%	253
2018 Q3	$159K	Sell	3,960 -1,000	-20%	-$40.2K	0.02%	232
2018 Q2	$193K	Hold	4,960	–	–	0.03%	208
2018 Q1	$186K	Buy	4,960 +1,655	+50%	+$63.3K	0.03%	205
2017 Q4	$125K	Buy	3,305 +3,135	+1,844%	+$116K	0.02%	238
2017 Q3	$6.08K	Hold	170	–	–	﹤0.01%	822
2017 Q2	$5.91K	Buy	+170	New	+$5.87K	﹤0.01%	811
2016 Q2	–	Sell	-6,480	Closed	-$190K	–	894
2016 Q1	$190K	Buy	+6,480	New	+$173K	0.05%	159

Other funds holding IJH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sonora Investment Management's IJH Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 49% in Q3 2021, buying an estimated $76.7K and bringing the position to 4,325 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #191.

Sonora Investment Management first reported a position in IJH in Q1 2016 and has held it in 19 quarters since. The position peaked at $273K in Q4 2019. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Sonora Investment Management held 4,325 shares of iShares Core S&P Mid-Cap ETF worth $228K as of Q3 2021.
Sonora Investment Management bought 1,425 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $76.7K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #191 holding.
Sonora Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 19 quarters since.
Sonora Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $273K in Q4 2019.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.