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

Steward 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
2023 Q3	$16K	Sell	325 -175	-35%	-$9.17K	0.01%	285
2023 Q2	$26K	Buy	+500	New	+$24.9K	0.01%	210
2022 Q3	–	Sell	-560	Closed	-$25K	–	665
2022 Q2	$25K	Buy	560 +350	+167%	+$17.3K	0.02%	151
2022 Q1	$11K	Hold	210	–	–	0.01%	201
2021 Q4	$11K	Buy	+210	New	+$11.7K	0.01%	151

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Steward Financial Group's IJH Position: Q3 2023 in Review

Steward Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 35% in Q3 2023, selling an estimated $9.17K and leaving 325 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #285.

Steward Financial Group first reported a position in IJH in Q4 2021 and has held it in 5 quarters since. The position peaked at $26K in Q2 2023. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Steward Financial Group held 325 shares of iShares Core S&P Mid-Cap ETF worth $16K as of Q3 2023.
Steward Financial Group sold 175 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $9.17K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #285 holding.
Steward Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $26K in Q2 2023.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.