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

Autus Asset 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
2022 Q4	$2.24M	Buy	46,275 +25,015	+118%	+$1.21M	0.4%	66
2022 Q3	$933K	Buy	21,260 +2,225	+12%	+$108K	0.18%	78
2022 Q2	$861K	Buy	19,035 +280	+1%	+$13.8K	0.15%	86
2022 Q1	$1.01M	Sell	18,755 -7,350	-28%	-$391K	0.15%	89
2021 Q4	$1.48M	Buy	26,105 +6,970	+36%	+$388K	0.15%	85
2021 Q3	$1.01M	Buy	19,135 +5,870	+44%	+$316K	0.11%	94
2021 Q2	$713K	Buy	13,265 +1,640	+14%	+$88.5K	0.08%	111
2021 Q1	$605K	Sell	11,625 -530	-4%	-$26.5K	0.07%	117
2020 Q4	$558K	Buy	12,155 +405	+3%	+$17.1K	0.07%	115
2020 Q3	$435K	Buy	+11,750	New	+$439K	0.06%	115

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Autus Asset Management's IJH Position: Q4 2022 in Review

Autus Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 118% in Q4 2022, buying an estimated $1.21M and bringing the position to 46,275 shares worth $2.24M. The position accounts for 0.4% of the portfolio, ranked #66.

Autus Asset Management first reported a position in IJH in Q3 2020 and has held it in 10 quarters since. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Autus Asset Management held 46,275 shares of iShares Core S&P Mid-Cap ETF worth $2.24M as of Q4 2022.
Autus Asset Management bought 25,015 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $1.21M.
iShares Core S&P Mid-Cap ETF made up 0.4% of Autus Asset Management's portfolio in Q4 2022, its #66 holding.
Autus Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 10 quarters since.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.