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

US 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
2021 Q2	–	Sell	-11,410	Closed	-$594K	–	99
2021 Q1	$594K	Buy	11,410 +6,780	+146%	+$339K	0.16%	72
2020 Q4	$213K	Buy	+4,630	New	+$195K	0.06%	123
2016 Q1	–	Sell	-4,730	Closed	-$132K	–	541
2015 Q4	$132K	Buy	4,730 +330	+8%	+$9.43K	0.13%	78
2015 Q3	$120K	Hold	4,400	–	–	0.2%	63
2015 Q2	$132K	Hold	4,400	–	–	0.12%	59
2015 Q1	$134K	Sell	4,400 -205	-4%	-$6.06K	0.12%	64
2014 Q4	$133K	Buy	+4,605	New	+$129K	0.12%	63

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

US Financial Advisors's IJH Position: Q2 2021 in Review

US Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 11,410 shares — an estimated $594K sold.

US Financial Advisors first reported a position in IJH in Q4 2014 and held it in 7 quarters. The position peaked at $594K in Q1 2021. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

US Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 11,410 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $594K.
US Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 7 quarters.
US Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $594K in Q1 2021.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.