Banque Cantonale Vaudoise’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Banque Cantonale Vaudoise’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	-570	Closed	-$28K	–	1111
2023 Q3	$28K	Sell	570 -15	-3%	-$786	﹤0.01%	1031
2023 Q2	$31K	Hold	585	–	–	﹤0.01%	1032
2023 Q1	$30K	Sell	585 -525	-47%	-$26.7K	﹤0.01%	1028
2022 Q4	$53K	Hold	1,110	–	–	﹤0.01%	950
2022 Q3	$49K	Sell	1,110 -290	-21%	-$14K	﹤0.01%	991
2022 Q2	$64K	Hold	1,400	–	–	﹤0.01%	958
2022 Q1	$75K	Sell	1,400 -260	-16%	-$13.8K	﹤0.01%	974
2021 Q4	$93K	Hold	1,660	–	–	﹤0.01%	970
2021 Q3	$88K	Sell	1,660 -835	-33%	-$44.9K	﹤0.01%	967
2021 Q2	$134K	Sell	2,495 -555	-18%	-$30K	0.01%	913
2021 Q1	$159K	Buy	3,050 +1,695	+125%	+$84.6K	0.01%	821
2020 Q4	$63K	Hold	1,355	–	–	﹤0.01%	914
2020 Q3	$50K	Hold	1,355	–	–	﹤0.01%	910
2020 Q2	$49K	Buy	+1,355	New	+$45K	﹤0.01%	828

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

Banque Cantonale Vaudoise's IJH Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 570 shares — an estimated $28K sold.

Banque Cantonale Vaudoise first reported a position in IJH in Q2 2020 and held it in 14 quarters. The position peaked at $159K in Q1 2021. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 570 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $28K.
Banque Cantonale Vaudoise first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 14 quarters.
Banque Cantonale Vaudoise's iShares Core S&P Mid-Cap ETF position peaked at $159K in Q1 2021.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.