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

Asset Management Corp’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 Q1	$212K	Sell	4,240 -370	-8%	-$18.9K	0.17%	120
2022 Q4	$223K	Hold	4,610	–	–	0.19%	124
2022 Q3	$202K	Hold	4,610	–	–	0.12%	144
2022 Q2	$209K	Hold	4,610	–	–	0.14%	142
2022 Q1	$247K	Hold	4,610	–	–	0.12%	152
2021 Q4	$261K	Hold	4,610	–	–	0.13%	149
2021 Q3	$243K	Hold	4,610	–	–	0.12%	154
2021 Q2	$248K	Sell	4,610 -280	-6%	-$15.1K	0.14%	139
2021 Q1	$255	Sell	4,890 -130	-3%	-$6.49K	0.11%	150
2020 Q4	$243K	Buy	+5,020	New	+$212K	0.14%	137

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Asset Management Corp's IJH Position: Q1 2023 in Review

Asset Management Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q1 2023, selling an estimated $18.9K and leaving 4,240 shares worth $212K. The position accounts for 0.17% of the portfolio, ranked #120.

Asset Management Corp first reported a position in IJH in Q4 2020 and has held it in 10 quarters since. The position peaked at $261K in Q4 2021. 1,913 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Asset Management Corp held 4,240 shares of iShares Core S&P Mid-Cap ETF worth $212K as of Q1 2023.
Asset Management Corp sold 370 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $18.9K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Asset Management Corp's portfolio in Q1 2023, its #120 holding.
Asset Management Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 10 quarters since.
Asset Management Corp's iShares Core S&P Mid-Cap ETF position peaked at $261K in Q4 2021.
1,913 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.