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Wambolt & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wambolt & Associates’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
-5,690
Closed -$285K – 258
2023
Q1 		$285K Buy
+5,690
New +$290K 0.1% 215

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wambolt & Associates's IJH Position: Q2 2023 in Review

Wambolt & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2023, closing a stake of 5,690 shares — an estimated $285K sold.

Wambolt & Associates first reported a position in IJH in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

  • Wambolt & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 5,690 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $285K.
  • Wambolt & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's iShares Core S&P Mid-Cap ETF position peaked at $285K in Q1 2023.
  • 1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.