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Aperio Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aperio Group’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
2020
Q4 		$460K Buy
+10,000
New +$421K ﹤0.01% 2006

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aperio Group's IJH Position: Q4 2020 in Review

Aperio Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2020: 10,000 shares worth $460K. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings.

1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

  • Aperio Group held 10,000 shares of iShares Core S&P Mid-Cap ETF worth $460K as of Q4 2020.
  • iShares Core S&P Mid-Cap ETF was a new Aperio Group position in Q4 2020.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2006 holding.
  • 1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.