Arlington Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Arlington Partners’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 Q4	–	Sell	-9,850	Closed	-$491K	–	300
2023 Q3	$491K	Hold	9,850	–	–	0.2%	60
2023 Q2	$515K	Buy	+9,850	New	+$490K	0.08%	81
2020 Q4	–	Sell	-860	Closed	-$32K	–	232
2020 Q3	$32K	Sell	860 -240	-22%	-$8.97K	0.02%	113
2020 Q2	$39K	Sell	1,100 -10,700	-91%	-$355K	0.02%	112
2020 Q1	$340K	Buy	11,800 +1,100	+10%	+$40.9K	0.18%	53
2019 Q4	$440K	Hold	10,700	–	–	0.27%	32
2019 Q3	$414K	Hold	10,700	–	–	0.26%	27
2019 Q2	$416K	Sell	10,700 -615	-5%	-$23.6K	0.19%	61
2019 Q1	$429K	Buy	+11,315	New	+$418K	0.31%	30

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arlington Partners's IJH Position: Q4 2023 in Review

Arlington Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 9,850 shares — an estimated $491K sold.

Arlington Partners first reported a position in IJH in Q1 2019 and held it in 9 quarters. The position peaked at $515K in Q2 2023. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Arlington Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 9,850 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $491K.
Arlington Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 9 quarters.
Arlington Partners's iShares Core S&P Mid-Cap ETF position peaked at $515K in Q2 2023.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.