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

Altavista 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
2021 Q4	$4.72M	Sell	83,360 -3,200	-4%	-$178K	0.95%	29
2021 Q3	$4.55M	Sell	86,560 -3,520	-4%	-$189K	1.01%	26
2021 Q2	$4.84M	Sell	90,080 -4,690	-5%	-$253K	1.06%	26
2021 Q1	$4.93M	Buy	94,770 +210	+0.2%	+$10.5K	1.2%	25
2020 Q4	$4.35M	Sell	94,560 -940	-1%	-$39.6K	1.1%	28
2020 Q3	$3.54M	Buy	95,500 +1,255	+1%	+$46.9K	0.97%	32
2020 Q2	$3.35M	Buy	94,245 +37,780	+67%	+$1.25M	0.97%	33
2020 Q1	$1.63M	Buy	56,465 +40,845	+261%	+$1.52M	0.55%	42
2019 Q4	$643K	Buy	15,620 +2,960	+23%	+$117K	0.19%	86
2019 Q3	$489K	Buy	12,660 +975	+8%	+$37.5K	0.15%	102
2019 Q2	$454K	Buy	11,685 +320	+3%	+$12.3K	0.15%	101
2019 Q1	$431K	Buy	11,365 +310	+3%	+$11.4K	0.15%	107
2018 Q4	$367K	Sell	11,055 -1,415	-11%	-$51.6K	0.15%	107
2018 Q3	$502K	Buy	12,470 +350	+3%	+$14.1K	0.19%	96
2018 Q2	$472K	Buy	+12,120	New	+$468K	0.19%	96

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

Altavista Wealth Management's IJH Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q4 2021, selling an estimated $178K and leaving 83,360 shares worth $4.72M. The position accounts for 0.95% of the portfolio, ranked #29.

Altavista Wealth Management first reported a position in IJH in Q2 2018 and has held it in 15 quarters since. The position peaked at $4.93M in Q1 2021. 1,866 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Altavista Wealth Management held 83,360 shares of iShares Core S&P Mid-Cap ETF worth $4.72M as of Q4 2021.
Altavista Wealth Management sold 3,200 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $178K.
iShares Core S&P Mid-Cap ETF made up 0.95% of Altavista Wealth Management's portfolio in Q4 2021, its #29 holding.
Altavista Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 15 quarters since.
Altavista Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.93M in Q1 2021.
1,866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.