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

Sowa 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
2022 Q2	–	Sell	-8,495	Closed	-$456K	–	51
2022 Q1	$456K	Buy	8,495 +135	+2%	+$7.19K	0.27%	43
2021 Q4	$473K	Buy	8,360 +880	+12%	+$49K	0.28%	40
2021 Q3	$394K	Buy	7,480 +2,635	+54%	+$142K	0.26%	46
2021 Q2	$260K	Buy	+4,845	New	+$262K	0.19%	62
2021 Q1	–	Sell	-1,095	Closed	-$50K	–	136
2020 Q4	$50K	Sell	1,095 -25	-2%	-$1.05K	0.03%	134
2020 Q3	$42K	Hold	1,120	–	–	0.03%	132
2020 Q2	$40K	Hold	1,120	–	–	0.03%	133
2020 Q1	$32K	Sell	1,120 -2,170	-66%	-$80.7K	0.03%	131
2019 Q4	$135K	Buy	+3,290	New	+$130K	0.11%	72

Other funds holding IJH

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sowa Financial Group's IJH Position: Q2 2022 in Review

Sowa Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 8,495 shares — an estimated $456K sold.

Sowa Financial Group first reported a position in IJH in Q4 2019 and held it in 9 quarters. The position peaked at $473K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Sowa Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 8,495 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $456K.
Sowa Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 9 quarters.
Sowa Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $473K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.