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

Strategic Asset 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
2022 Q3	$50K	Sell	4,475 -20	-0.4%	-$967	0.09%	146
2022 Q2	$203K	Sell	4,495 -65	-1%	-$3.21K	0.33%	56
2022 Q1	$245K	Sell	4,560 -60	-1%	-$3.19K	0.35%	50
2021 Q4	$262K	Sell	4,620 -350	-7%	-$19.5K	0.37%	49
2021 Q3	$268K	Buy	+4,970	New	+$267K	0.38%	48

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

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

Strategic Asset Management's IJH Position: Q3 2022 in Review

Strategic Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.44% in Q3 2022, selling an estimated $967 and leaving 4,475 shares worth $50K. The position accounts for 0.09% of the portfolio, ranked #146.

Strategic Asset Management first reported a position in IJH in Q3 2021 and has held it in 5 quarters since. The position peaked at $268K in Q3 2021. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Strategic Asset Management held 4,475 shares of iShares Core S&P Mid-Cap ETF worth $50K as of Q3 2022.
Strategic Asset Management sold 20 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $967.
iShares Core S&P Mid-Cap ETF made up 0.09% of Strategic Asset Management's portfolio in Q3 2022, its #146 holding.
Strategic Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $268K in Q3 2021.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.