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

Strategic Wealth Management 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
2021 Q2	$27.4M	Sell	508,985 -1,950	-0.4%	-$105K	9.99%	3
2021 Q1	$26.6M	Sell	510,935 -1,420	-0.3%	-$70.9K	10.17%	2
2020 Q4	$23.6M	Sell	512,355 -16,600	-3%	-$699K	10.19%	2
2020 Q3	$19.6M	Sell	528,955 -14,520	-3%	-$543K	9.53%	3
2020 Q2	$19.3M	Buy	543,475 +8,090	+2%	+$269K	11.41%	2
2020 Q1	$15.4M	Buy	535,385 +15,760	+3%	+$586K	11.47%	2
2019 Q4	$21.4M	Buy	519,625 +6,070	+1%	+$241K	13.86%	2
2019 Q3	$19.8M	Buy	513,555 +10,035	+2%	+$386K	14.27%	2
2019 Q2	$19.6M	Buy	503,520 +17,190	+4%	+$659K	14.88%	2
2019 Q1	$18.4M	Buy	486,330 +15,950	+3%	+$589K	15.09%	2
2018 Q4	$15.6M	Buy	+470,380	New	+$17.2M	15%	2

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

Strategic Wealth Management Group's IJH Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q2 2021, selling an estimated $105K and leaving 508,985 shares worth $27.4M. The position accounts for 9.99% of the portfolio, ranked #3.

Strategic Wealth Management Group first reported a position in IJH in Q4 2018 and has held it in 11 quarters since. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Strategic Wealth Management Group held 508,985 shares of iShares Core S&P Mid-Cap ETF worth $27.4M as of Q2 2021.
Strategic Wealth Management Group sold 1,950 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $105K.
iShares Core S&P Mid-Cap ETF made up 9.99% of Strategic Wealth Management Group's portfolio in Q2 2021, its #3 holding.
Strategic Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.