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

Triad Financial 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	$1.07M	Sell	21,480 -60	-0.3%	-$3.14K	0.38%	29
2023 Q2	$1.13M	Sell	21,540 -890	-4%	-$44.2K	0.46%	28
2023 Q1	$1.12M	Sell	22,430 -875	-4%	-$44.6K	0.49%	27
2022 Q4	$1.13M	Buy	23,305 +485	+2%	+$23.4K	0.5%	24
2022 Q3	$1M	Sell	22,820 -5	-0%	-$242	0.54%	22
2022 Q2	$1.03M	Buy	22,825 +1,100	+5%	+$54.3K	0.57%	19
2022 Q1	$1.17M	Sell	21,725 -470	-2%	-$25K	0.62%	22
2021 Q4	$1.26M	Buy	+22,195	New	+$1.24M	0.75%	21

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

Triad Financial Advisors's IJH Position: Q3 2023 in Review

Triad Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q3 2023, selling an estimated $3.14K and leaving 21,480 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #29.

Triad Financial Advisors first reported a position in IJH in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Triad Financial Advisors held 21,480 shares of iShares Core S&P Mid-Cap ETF worth $1.07M as of Q3 2023.
Triad Financial Advisors sold 60 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $3.14K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Triad Financial Advisors's portfolio in Q3 2023, its #29 holding.
Triad Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.26M in Q4 2021.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.