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

WJ Wealth 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
2020 Q3	–	Sell	-5,660	Closed	-$200K	–	38
2020 Q2	$200K	Buy	+5,660	New	+$188K	0.14%	51
2020 Q1	–	Sell	-9,340	Closed	-$384K	–	26
2019 Q4	$384K	Buy	+9,340	New	+$370K	0.97%	27

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJA

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

WJ Wealth Management's IJH Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2020, closing a stake of 5,660 shares — an estimated $200K sold.

WJ Wealth Management first reported a position in IJH in Q4 2019 and held it in 2 quarters. The position peaked at $384K in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

WJ Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
WJ Wealth Management sold 5,660 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $200K.
WJ Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
WJ Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $384K in Q4 2019.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.