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

Wealthstreet Investment 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	-5,800	Closed	-$302K	–	203
2021 Q1	$302K	Hold	5,800	–	–	0.03%	316
2020 Q4	$267K	Buy	+5,800	New	+$244K	0.03%	310
2020 Q3	–	Sell	-5,675	Closed	-$202K	–	341
2020 Q2	$202K	Buy	+5,675	New	+$188K	0.02%	309
2020 Q1	–	Sell	-7,400	Closed	-$305K	–	323
2019 Q4	$305K	Hold	7,400	–	–	0.04%	289
2019 Q3	$292K	Hold	7,400	–	–	0.04%	284
2019 Q2	$287K	Hold	7,400	–	–	0.04%	286
2019 Q1	$280K	Buy	7,400 +1,725	+30%	+$63.7K	0.04%	289
2018 Q4	$206K	Hold	5,675	–	–	0.03%	314
2018 Q3	$228K	Hold	5,675	–	–	0.03%	324
2018 Q2	$221K	Hold	5,675	–	–	0.03%	319
2018 Q1	$213K	Hold	5,675	–	–	0.03%	320
2017 Q4	$215K	Buy	+5,675	New	+$210K	0.03%	314

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

Wealthstreet Investment Advisors's IJH Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 5,800 shares — an estimated $302K sold.

Wealthstreet Investment Advisors first reported a position in IJH in Q4 2017 and held it in 12 quarters. The position peaked at $305K in Q4 2019. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,800 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $302K.
Wealthstreet Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 12 quarters.
Wealthstreet Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $305K in Q4 2019.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.