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A.D. Beadell Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

A.D. Beadell Investment Counsel’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
-5,640
Closed -$302K – 81
2022
Q1 		$302K Hold
5,640
– – 0.2% 72
2021
Q4 		$319K Hold
5,640
– – 0.2% 79
2021
Q3 		$296K Hold
5,640
– – 0.19% 82
2021
Q2 		$303K Buy
+5,640
New +$305K 0.19% 79

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

A.D. Beadell Investment Counsel's IJH Position: Q2 2022 in Review

A.D. Beadell Investment Counsel sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 5,640 shares — an estimated $302K sold.

A.D. Beadell Investment Counsel first reported a position in IJH in Q2 2021 and held it in 4 quarters. The position peaked at $319K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • A.D. Beadell Investment Counsel reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 5,640 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $302K.
  • A.D. Beadell Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
  • A.D. Beadell Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $319K 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 A.D. Beadell Investment Counsel's 13F filing for Q2 2022, filed 15 Jul 2022.