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

SVA Wealth 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
2020 Q4	$6.14M	Buy	133,605 +1,230	+0.9%	+$51.8K	0.54%	40
2020 Q3	$4.91M	Buy	132,375 +2,920	+2%	+$109K	0.49%	48
2020 Q2	$4.6M	Buy	129,455 +45,365	+54%	+$1.51M	0.49%	49
2020 Q1	$2.42M	Sell	84,090 -4,435	-5%	-$165K	0.28%	66
2019 Q4	$3.64M	Buy	88,525 +4,600	+5%	+$182K	0.33%	65
2019 Q3	$3.24M	Buy	83,925 +3,690	+5%	+$142K	0.32%	66
2019 Q2	$3.12M	Buy	80,235 +1,150	+1%	+$44.1K	0.31%	70
2019 Q1	$3M	Buy	79,085 +12,500	+19%	+$462K	0.29%	77
2018 Q4	$2.21M	Buy	66,585 +7,965	+14%	+$291K	0.25%	89
2018 Q3	$2.36M	Sell	58,620 -4,720	-7%	-$190K	0.24%	84
2018 Q2	$2.47M	Buy	63,340 +5,855	+10%	+$226K	0.27%	80
2018 Q1	$2.06M	Sell	57,485 -5,715	-9%	-$219K	0.25%	90
2017 Q4	$2.4M	Buy	63,200 +5,715	+10%	+$211K	0.28%	84
2017 Q3	$2.06M	Sell	57,485 -180	-0.3%	-$6.27K	0.25%	90
2017 Q2	$2.01M	Buy	57,665 +2,710	+5%	+$93.6K	0.26%	89
2017 Q1	$1.88M	Buy	54,955 +7,095	+15%	+$241K	0.26%	86
2016 Q4	$1.58M	Buy	47,860 +5,530	+13%	+$175K	0.24%	94
2016 Q3	$1.31M	Buy	42,330 +55	+0.1%	+$1.7K	0.2%	95
2016 Q2	$1.26M	Buy	42,275 +315	+0.8%	+$9.24K	0.2%	98
2016 Q1	$1.21M	Buy	41,960 +4,195	+11%	+$112K	0.2%	99
2015 Q4	$1.05M	Buy	37,765 +5,650	+18%	+$161K	0.18%	107
2015 Q3	$877K	Buy	32,115 +6,170	+24%	+$179K	0.16%	124
2015 Q2	$778K	Buy	25,945 +4,490	+21%	+$137K	0.14%	130
2015 Q1	$652K	Buy	21,455 +850	+4%	+$25.1K	0.12%	143
2014 Q4	$597K	Buy	+20,605	New	+$579K	0.22%	103

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

SVA Wealth Management's IJH Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.93% in Q4 2020, buying an estimated $51.8K and bringing the position to 133,605 shares worth $6.14M. The position accounts for 0.54% of the portfolio, ranked #40.

SVA Wealth Management first reported a position in IJH in Q4 2014 and has held it in 25 quarters since. 1,583 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

SVA Wealth Management held 133,605 shares of iShares Core S&P Mid-Cap ETF worth $6.14M as of Q4 2020.
SVA Wealth Management bought 1,230 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $51.8K.
iShares Core S&P Mid-Cap ETF made up 0.54% of SVA Wealth Management's portfolio in Q4 2020, its #40 holding.
SVA Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 25 quarters since.
1,583 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.