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Agate Pass Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Agate Pass Investment 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
Q1 		– Sell
-3,720
Closed -$211K – 96
2021
Q4 		$211K Buy
+3,720
New +$207K 0.13% 98

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Agate Pass Investment Management's IJH Position: Q1 2022 in Review

Agate Pass Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 3,720 shares — an estimated $211K sold.

Agate Pass Investment Management first reported a position in IJH in Q4 2021 and held it in 1 quarter. The position peaked at $211K in Q4 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • Agate Pass Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Agate Pass Investment Management sold 3,720 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $211K.
  • Agate Pass Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Agate Pass Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $211K in Q4 2021.
  • 1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Agate Pass Investment Management's 13F filing for Q1 2022, filed 28 Apr 2022.