WealthTrust Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WealthTrust Asset Management’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 Q2	–	Sell	-5,920	Closed	-$318K	–	82
2022 Q1	$318K	Hold	5,920	–	–	0.23%	57
2021 Q4	$335K	Hold	5,920	–	–	0.22%	53
2021 Q3	$311K	Sell	5,920 -60	-1%	-$3.23K	0.28%	49
2021 Q2	$321K	Buy	+5,980	New	+$323K	0.28%	52

Other funds holding IJH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WealthTrust Asset Management's IJH Position: Q2 2022 in Review

WealthTrust Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 5,920 shares — an estimated $318K sold.

WealthTrust Asset Management first reported a position in IJH in Q2 2021 and held it in 4 quarters. The position peaked at $335K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

WealthTrust Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
WealthTrust Asset Management sold 5,920 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $318K.
WealthTrust Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
WealthTrust Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $335K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on WealthTrust Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.