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

Allred Capital 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	-6,725	Closed	-$380K	–	175
2021 Q4	$380K	Hold	6,725	–	–	0.18%	130
2021 Q3	$354K	Sell	6,725 -325	-5%	-$17.5K	0.19%	131
2021 Q2	$378K	Sell	7,050 -835	-11%	-$45.1K	0.19%	127
2021 Q1	$410K	Sell	7,885 -690	-8%	-$34.5K	0.19%	121
2020 Q4	$394K	Hold	8,575	–	–	0.22%	113
2020 Q3	$317K	Sell	8,575 -375	-4%	-$14K	0.19%	114
2020 Q2	$318K	Sell	8,950 -1,960	-18%	-$65.1K	0.2%	110
2020 Q1	$313K	Sell	10,910 -9,160	-46%	-$341K	0.24%	97
2019 Q4	$826K	Sell	20,070 -1,110	-5%	-$44K	0.45%	53
2019 Q3	$803K	Sell	21,180 -625	-3%	-$24K	0.49%	59
2019 Q2	$847K	Buy	21,805 +610	+3%	+$23.4K	0.48%	59
2019 Q1	$811K	Buy	21,195 +5,760	+37%	+$213K	0.46%	65
2018 Q4	$512K	Buy	+15,435	New	+$563K	0.34%	92

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Allred Capital Management's IJH Position: Q1 2022 in Review

Allred Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 6,725 shares — an estimated $380K sold.

Allred Capital Management first reported a position in IJH in Q4 2018 and held it in 13 quarters. The position peaked at $847K in Q2 2019. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Allred Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Allred Capital Management sold 6,725 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $380K.
Allred Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 13 quarters.
Allred Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $847K in Q2 2019.
1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Allred Capital Management's 13F filing for Q1 2022, filed 5 May 2022.