Spectrum Wealth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Spectrum Wealth Advisory 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
2020 Q4	–	Sell	-5,800	Closed	-$214K	–	42
2020 Q3	$214K	Buy	+5,800	New	+$217K	0.14%	40
2020 Q2	–	Sell	-8,355	Closed	-$241K	–	35
2020 Q1	$241K	Sell	8,355 -495	-6%	-$18.4K	0.52%	26
2019 Q4	$364K	Sell	8,850 -370	-4%	-$14.7K	0.65%	22
2019 Q3	$356K	Sell	9,220 -110	-1%	-$4.23K	0.71%	21
2019 Q2	$361K	Sell	9,330 -4,110	-31%	-$158K	0.74%	26
2019 Q1	$509K	Buy	+13,440	New	+$496K	0.8%	21

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

Spectrum Wealth Advisory Group's IJH Position: Q4 2020 in Review

Spectrum Wealth Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2020, closing a stake of 5,800 shares — an estimated $214K sold.

Spectrum Wealth Advisory Group first reported a position in IJH in Q1 2019 and held it in 6 quarters. The position peaked at $509K in Q1 2019. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

Spectrum Wealth Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 5,800 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $214K.
Spectrum Wealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 6 quarters.
Spectrum Wealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $509K in Q1 2019.
1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Spectrum Wealth Advisory Group's 13F filing for Q4 2020, filed 19 Jan 2021.