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

Titus 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
2022 Q2	$740K	Buy	16,355 +165	+1%	+$8.14K	0.37%	46
2022 Q1	$869K	Sell	16,190 -220	-1%	-$11.7K	0.39%	41
2021 Q4	$929K	Buy	16,410 +70	+0.4%	+$3.9K	0.42%	40
2021 Q3	$859K	Buy	16,340 +5,505	+51%	+$296K	0.45%	37
2021 Q2	$582K	Sell	10,835 -200	-2%	-$10.8K	0.32%	53
2021 Q1	$574K	Buy	11,035 +40	+0.4%	+$2K	0.34%	52
2020 Q4	$505K	Buy	10,995 +160	+1%	+$6.74K	0.31%	61
2020 Q3	$402K	Buy	10,835 +260	+2%	+$9.72K	0.29%	64
2020 Q2	$376K	Buy	10,575 +80	+0.8%	+$2.66K	0.3%	64
2020 Q1	$302K	Buy	+10,495	New	+$390K	0.29%	64

Other funds holding IJH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Titus Wealth Management's IJH Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2022, buying an estimated $8.14K and bringing the position to 16,355 shares worth $740K. The position accounts for 0.37% of the portfolio, ranked #46.

Titus Wealth Management first reported a position in IJH in Q1 2020 and has held it in 10 quarters since. The position peaked at $929K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Titus Wealth Management held 16,355 shares of iShares Core S&P Mid-Cap ETF worth $740K as of Q2 2022.
Titus Wealth Management bought 165 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $8.14K.
iShares Core S&P Mid-Cap ETF made up 0.37% of Titus Wealth Management's portfolio in Q2 2022, its #46 holding.
Titus Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 10 quarters since.
Titus Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $929K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.