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

Southern Wealth 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
2023 Q1	$1.96M	Buy	39,185 +115	+0.3%	+$5.86K	0.76%	34
2022 Q4	$1.89M	Buy	39,070 +4,615	+13%	+$223K	0.76%	33
2022 Q3	$1.67M	Buy	34,455 +7,115	+26%	+$344K	0.67%	35
2022 Q2	$1.24M	Buy	27,340 +2,490	+10%	+$123K	0.47%	35
2022 Q1	$1.33M	Sell	24,850 -1,275	-5%	-$67.9K	0.43%	36
2021 Q4	$1.48M	Sell	26,125 -12,520	-32%	-$697K	0.59%	32
2021 Q3	$2.03M	Buy	38,645 +265	+0.7%	+$14.3K	0.6%	34
2021 Q2	$2.08M	Sell	38,380 -700	-2%	-$37.8K	0.6%	34
2021 Q1	$2.03M	Hold	39,080	–	–	0.67%	32
2020 Q4	$1.8M	Sell	39,080 -50	-0.1%	-$2.11K	0.68%	31
2020 Q3	$1.45M	Buy	39,130 +1,395	+4%	+$52.2K	0.53%	31
2020 Q2	$1.34M	Sell	37,735 -245	-0.6%	-$8.14K	0.26%	29
2020 Q1	$1.09M	Sell	37,980 -1,670	-4%	-$62.1K	0.23%	31
2019 Q4	$1.63M	Buy	+39,650	New	+$1.57M	0.31%	25

Other funds holding IJH

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Southern Wealth Management's IJH Position: Q1 2023 in Review

Southern Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.29% in Q1 2023, buying an estimated $5.86K and bringing the position to 39,185 shares worth $1.96M. The position accounts for 0.76% of the portfolio, ranked #34.

Southern Wealth Management first reported a position in IJH in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.08M in Q2 2021. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Southern Wealth Management held 39,185 shares of iShares Core S&P Mid-Cap ETF worth $1.96M as of Q1 2023.
Southern Wealth Management bought 115 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $5.86K.
iShares Core S&P Mid-Cap ETF made up 0.76% of Southern Wealth Management's portfolio in Q1 2023, its #34 holding.
Southern Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.08M in Q2 2021.
1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.