Wealth Advisors of Iowa’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealth Advisors of Iowa’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 Q1	–	Sell	-42,645	Closed	-$2.42M	–	63
2021 Q4	$2.42M	Sell	42,645 -3,370	-7%	-$188K	1.32%	10
2021 Q3	$2.42M	Sell	46,015 -96,915	-68%	-$5.21M	1.32%	11
2021 Q2	$7.68M	Sell	142,930 -1,218,470	-90%	-$65.8M	4.01%	11
2021 Q1	$7.1M	Buy	1,361,400 +1,260,840	+1,254%	+$63M	3.96%	11
2020 Q4	$4.62M	Buy	100,560 +71,695	+248%	+$3.02M	2.86%	10
2020 Q3	$289K	Sell	28,865 -155,795	-84%	-$5.82M	0.2%	25
2020 Q2	$6.57M	Buy	+184,660	New	+$6.13M	4.95%	5

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealth Advisors of Iowa's IJH Position: Q1 2022 in Review

Wealth Advisors of Iowa sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 42,645 shares — an estimated $2.42M sold.

Wealth Advisors of Iowa first reported a position in IJH in Q2 2020 and held it in 7 quarters. The position peaked at $7.68M in Q2 2021. 1,841 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Wealth Advisors of Iowa reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 42,645 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $2.42M.
Wealth Advisors of Iowa first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 7 quarters.
Wealth Advisors of Iowa's iShares Core S&P Mid-Cap ETF position peaked at $7.68M in Q2 2021.
1,841 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2022, filed 10 May 2022.