Syverson Strege & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-3,445	Closed	-$172K	–	322
2023 Q1	$172K	Hold	3,445	–	–	0.07%	66
2022 Q4	$167K	Sell	3,445 -1,970	-36%	-$95.2K	0.08%	71
2022 Q3	$237K	Buy	5,415 +1,810	+50%	+$87.5K	0.12%	59
2022 Q2	$163K	Sell	3,605 -880	-20%	-$43.4K	0.06%	75
2022 Q1	$241K	Hold	4,485	–	–	0.26%	54
2021 Q4	$254K	Sell	4,485 -540	-11%	-$30.1K	0.19%	56
2021 Q3	$264K	Hold	5,025	–	–	0.21%	51
2021 Q2	$270K	Hold	5,025	–	–	0.24%	49
2021 Q1	$262K	Sell	5,025 -310	-6%	-$15.5K	0.27%	47
2020 Q4	$245K	Buy	+5,335	New	+$225K	0.23%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syverson Strege & Co's IJH Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2023, closing a stake of 3,445 shares — an estimated $172K sold.

Syverson Strege & Co first reported a position in IJH in Q4 2020 and held it in 10 quarters. The position peaked at $270K in Q2 2021. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 3,445 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $172K.
Syverson Strege & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Core S&P Mid-Cap ETF position peaked at $270K in Q2 2021.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.