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

Sutton Wealth 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
2023 Q3	$451K	Buy	9,050 +5,220	+136%	+$274K	0.22%	69
2023 Q2	$200K	Buy	3,830 +830	+28%	+$41.3K	0.1%	108
2023 Q1	$150K	Buy	3,000 +835	+39%	+$42.5K	0.08%	128
2022 Q4	$105K	Sell	2,165 -810	-27%	-$39.1K	0.04%	243
2022 Q3	$130K	Buy	2,975 +2,190	+279%	+$106K	0.05%	216
2022 Q2	$35.5K	Hold	785	–	–	0.01%	478
2022 Q1	$42.1K	Buy	785 +20	+3%	+$1.06K	0.01%	462
2021 Q4	$43.3K	Sell	765 -75	-9%	-$4.17K	0.01%	462
2021 Q3	$44.2K	Hold	840	–	–	0.02%	429
2021 Q2	$45.1K	Buy	840 +10	+1%	+$540	0.02%	434
2021 Q1	$43.2K	Hold	830	–	–	0.02%	431
2020 Q4	$38.2K	Hold	830	–	–	0.02%	431
2020 Q3	$30.8K	Buy	830 +430	+108%	+$16.1K	0.01%	426
2020 Q2	$14.2K	Buy	400 +270	+208%	+$8.97K	0.01%	623
2020 Q1	$3.74K	Buy	130 +75	+136%	+$2.79K	﹤0.01%	918
2019 Q4	$2.26K	Hold	55	–	–	﹤0.01%	1047
2019 Q3	$2.13K	Hold	55	–	–	﹤0.01%	1050
2019 Q2	$2.14K	Hold	55	–	–	﹤0.01%	1044
2019 Q1	$2.08K	Hold	55	–	–	﹤0.01%	1041
2018 Q4	$1.83K	Hold	55	–	–	﹤0.01%	995
2018 Q3	$2.21K	Hold	55	–	–	﹤0.01%	988
2018 Q2	$2.14K	Hold	55	–	–	﹤0.01%	1005
2018 Q1	$2.06K	Hold	55	–	–	﹤0.01%	1002
2017 Q4	$2.09K	Hold	55	–	–	﹤0.01%	963
2017 Q3	$1.97K	Hold	55	–	–	﹤0.01%	953
2017 Q2	$1.91K	Hold	55	–	–	﹤0.01%	958
2017 Q1	$1.88K	Hold	55	–	–	﹤0.01%	936
2016 Q4	$1.82K	Hold	55	–	–	﹤0.01%	936
2016 Q3	$1.7K	Hold	55	–	–	﹤0.01%	930
2016 Q2	$1.64K	Hold	55	–	–	﹤0.01%	897
2016 Q1	$1.59K	Buy	+55	New	+$1.47K	﹤0.01%	893

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

Sutton Wealth Advisors's IJH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 136% in Q3 2023, buying an estimated $274K and bringing the position to 9,050 shares worth $451K. The position accounts for 0.22% of the portfolio, ranked #69.

Sutton Wealth Advisors first reported a position in IJH in Q1 2016 and has held it in 31 quarters since. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Sutton Wealth Advisors held 9,050 shares of iShares Core S&P Mid-Cap ETF worth $451K as of Q3 2023.
Sutton Wealth Advisors bought 5,220 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $274K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Sutton Wealth Advisors's portfolio in Q3 2023, its #69 holding.
Sutton Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 31 quarters since.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.