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

Sun Life Financial’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	–	Sell	-5,550	Closed	-$290K	–	26
2023 Q2	$290K	Hold	5,550	–	–	0.02%	32
2023 Q1	$278K	Hold	5,550	–	–	0.02%	61
2022 Q4	$268K	Hold	5,550	–	–	0.02%	61
2022 Q3	$243K	Hold	5,550	–	–	0.02%	64
2022 Q2	$251K	Hold	5,550	–	–	0.02%	67
2022 Q1	$298K	Hold	5,550	–	–	0.01%	75
2021 Q4	$314K	Hold	5,550	–	–	0.01%	75
2021 Q3	$292K	Buy	+5,550	New	+$299K	0.02%	70

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

Sun Life Financial's IJH Position: Q3 2023 in Review

Sun Life Financial sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 5,550 shares — an estimated $290K sold.

Sun Life Financial first reported a position in IJH in Q3 2021 and held it in 8 quarters. The position peaked at $314K in Q4 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Sun Life Financial reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Sun Life Financial sold 5,550 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $290K.
Sun Life Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 8 quarters.
Sun Life Financial's iShares Core S&P Mid-Cap ETF position peaked at $314K in Q4 2021.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Sun Life Financial's 13F filing for Q3 2023, filed 14 Nov 2023.