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

Antonetti 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
2023 Q3	$25K	Hold	500	–	–	0.04%	139
2023 Q2	$26.1K	Hold	500	–	–	0.04%	140
2023 Q1	$25K	Sell	500 -375	-43%	-$19.1K	0.04%	154
2022 Q4	$42.3K	Hold	875	–	–	0.06%	110
2022 Q3	$38K	Hold	875	–	–	0.04%	116
2022 Q2	$40K	Hold	875	–	–	0.04%	116
2022 Q1	$47K	Hold	875	–	–	0.04%	119
2021 Q4	$50K	Hold	875	–	–	0.04%	160
2021 Q3	$46K	Buy	+875	New	+$47.1K	0.04%	166
2014 Q3	$1.13M	Sell	41,230 -52,285	-56%	-$1.47M	1.98%	19
2014 Q2	$2.68M	Buy	93,515 +2,010	+2%	+$55.2K	2.09%	19
2014 Q1	$2.52M	Buy	91,505 +5,325	+6%	+$143K	2.2%	17
2013 Q4	$2.31M	Buy	86,180 +32,610	+61%	+$842K	2.09%	16
2013 Q3	$1.33M	Buy	53,570 +11,685	+28%	+$285K	1.35%	21
2013 Q2	$968K	Buy	+41,885	New	+$972K	1.06%	23

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Antonetti Capital Management's IJH Position: Q3 2023 in Review

Antonetti Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2023 at 500 shares worth $25K. The position accounts for 0.04% of the portfolio, ranked #139.

Antonetti Capital Management first reported a position in IJH in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.68M in Q2 2014. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Antonetti Capital Management held 500 shares of iShares Core S&P Mid-Cap ETF worth $25K as of Q3 2023.
Antonetti Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2023.
iShares Core S&P Mid-Cap ETF made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #139 holding.
Antonetti Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.68M in Q2 2014.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.