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

WealthStone’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 Q1	$1.16M	Buy	22,330 +35	+0.2%	+$1.75K	0.41%	40
2020 Q4	$1.02M	Sell	22,295 -275	-1%	-$11.6K	0.36%	39
2020 Q3	$836K	Sell	22,570 -5	-0%	-$187	0.38%	37
2020 Q2	$803K	Buy	22,575 +15,200	+206%	+$505K	0.38%	38
2020 Q1	$212K	Sell	7,375 -36,890	-83%	-$1.37M	0.21%	28
2019 Q4	$1.82M	Sell	44,265 -2,210	-5%	-$87.6K	1.08%	14
2019 Q3	$1.8M	Buy	+46,475	New	+$1.79M	0.95%	17
2019 Q2	–	Hold	0	–	–	–	25

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthStone's IJH Position: Q1 2021 in Review

WealthStone increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q1 2021, buying an estimated $1.75K and bringing the position to 22,330 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #40.

WealthStone first reported a position in IJH in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

WealthStone held 22,330 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q1 2021.
WealthStone bought 35 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $1.75K.
iShares Core S&P Mid-Cap ETF made up 0.41% of WealthStone's portfolio in Q1 2021, its #40 holding.
WealthStone first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's iShares Core S&P Mid-Cap ETF position peaked at $1.82M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.