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

Stewardship Financial Advisors’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 Q1	$58K	Sell	1,110 -375	-25%	-$18.7K	0.02%	74
2020 Q4	$68K	Buy	1,485 +375	+34%	+$15.8K	0.02%	70
2020 Q3	$41K	Sell	1,110 -375	-25%	-$14K	0.02%	67
2020 Q2	$53K	Buy	1,485 +375	+34%	+$12.5K	0.02%	59
2020 Q1	$32K	Sell	1,110 -375	-25%	-$13.9K	0.02%	50
2019 Q4	$61K	Buy	1,485 +375	+34%	+$14.9K	0.02%	68
2019 Q3	$43K	Hold	1,110	–	–	0.02%	59
2019 Q2	$43K	Hold	1,110	–	–	0.02%	58
2019 Q1	$42K	Hold	1,110	–	–	0.02%	58
2018 Q4	$37K	Buy	1,110 +545	+96%	+$19.9K	0.02%	52
2018 Q3	$23K	Buy	+565	New	+$22.7K	0.01%	63
2016 Q1	–	Sell	-135,280	Closed	-$3.77M	–	51
2015 Q4	$3.77M	Buy	+135,280	New	+$3.86M	3.02%	9

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stewardship Financial Advisors's IJH Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q1 2021, selling an estimated $18.7K and leaving 1,110 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #74.

Stewardship Financial Advisors first reported a position in IJH in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.77M in Q4 2015. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Stewardship Financial Advisors held 1,110 shares of iShares Core S&P Mid-Cap ETF worth $58K as of Q1 2021.
Stewardship Financial Advisors sold 375 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $18.7K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Stewardship Financial Advisors's portfolio in Q1 2021, its #74 holding.
Stewardship Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 12 quarters since.
Stewardship Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.77M in Q4 2015.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.