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

Transparent Wealth Partners’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 		– Sell
-52,925
Closed -$2.84M – 40
2022
Q1 		$2.84M Buy
+52,925
New +$2.82M 2.4% 11

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transparent Wealth Partners's IJH Position: Q2 2022 in Review

Transparent Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 52,925 shares — an estimated $2.84M sold.

Transparent Wealth Partners first reported a position in IJH in Q1 2022 and held it in 1 quarter. The position peaked at $2.84M in Q1 2022. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Transparent Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 52,925 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $2.84M.
  • Transparent Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.84M in Q1 2022.
  • 1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.