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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$20.1M Buy
458,590
+243,725
+113% +$11.8M 1.41% 13
2022
Q2
$9.72M Sell
214,865
-15,080
-7% -$744K 1.06% 14
2022
Q1
$12.3M Buy
+229,945
New +$12.2M 1.25% 11

Other funds holding IJH

Wipfli Financial Advisors's IJH Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 113% in Q3 2022, buying an estimated $11.8M and bringing the position to 458,590 shares worth $20.1M. The position accounts for 1.41% of the portfolio, ranked #13.

Wipfli Financial Advisors first reported a position in IJH in Q1 2022 and has held it in 3 quarters since. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Wipfli Financial Advisors held 458,590 shares of iShares Core S&P Mid-Cap ETF worth $20.1M as of Q3 2022.
  • Wipfli Financial Advisors bought 243,725 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $11.8M.
  • iShares Core S&P Mid-Cap ETF made up 1.41% of Wipfli Financial Advisors's portfolio in Q3 2022, its #13 holding.
  • Wipfli Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.