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

Axiom Investment 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	$98.2K	Sell	2,030 -1,695	-46%	-$81.9K	0.26%	64
2022 Q3	$163K	Sell	3,725 -210	-5%	-$10.2K	0.33%	69
2022 Q2	$179K	Hold	3,935	–	–	0.51%	61
2022 Q1	$211K	Sell	3,935 -15	-0.4%	-$799	0.46%	70
2021 Q4	$223K	Sell	3,950 -475	-11%	-$26.4K	0.22%	106
2021 Q3	$232K	Sell	4,425 -1,395	-24%	-$75K	0.23%	99
2021 Q2	$313K	Hold	5,820	–	–	0.24%	98
2021 Q1	$301K	Sell	5,820 -13,730	-70%	-$686K	0.25%	100
2020 Q4	$292	Buy	19,550 +12,665	+184%	+$534K	0.27%	93
2020 Q3	$256K	Hold	6,885	–	–	0.29%	89
2020 Q2	$245K	Sell	6,885 -15	-0.2%	-$498	0.32%	86
2020 Q1	$198K	Sell	6,900 -380	-5%	-$14.1K	0.35%	84
2019 Q4	$302K	Sell	7,280 -240	-3%	-$9.51K	0.43%	73
2019 Q3	$290K	Sell	7,520 -545	-7%	-$20.9K	0.22%	117
2019 Q2	$312K	Sell	8,065 -100	-1%	-$3.83K	0.06%	281
2019 Q1	$309K	Sell	8,165 -385	-5%	-$14.2K	0.06%	285
2018 Q4	$284K	Buy	+8,550	New	+$312K	0.06%	277

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

Axiom Investment Management's IJH Position: Q4 2022 in Review

Axiom Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 46% in Q4 2022, selling an estimated $81.9K and leaving 2,030 shares worth $98.2K. The position accounts for 0.26% of the portfolio, ranked #64.

Axiom Investment Management first reported a position in IJH in Q4 2018 and has held it in 17 quarters since. The position peaked at $313K in Q2 2021. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Axiom Investment Management held 2,030 shares of iShares Core S&P Mid-Cap ETF worth $98.2K as of Q4 2022.
Axiom Investment Management sold 1,695 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $81.9K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Axiom Investment Management's portfolio in Q4 2022, its #64 holding.
Axiom Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 17 quarters since.
Axiom Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $313K in Q2 2021.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.