Bard Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-71,250	Closed	-$3.73M	–	263
2023 Q2	$3.73M	Hold	71,250	–	–	0.28%	85
2023 Q1	$3.56M	Sell	71,250 -875	-1%	-$44.6K	0.29%	82
2022 Q4	$3.49M	Hold	72,125	–	–	0.3%	81
2022 Q3	$3.16M	Hold	72,125	–	–	0.3%	85
2022 Q2	$3.26M	Hold	72,125	–	–	0.3%	83
2022 Q1	$3.87M	Hold	72,125	–	–	0.32%	80
2021 Q4	$4.08M	Hold	72,125	–	–	0.33%	75
2021 Q3	$3.79M	Hold	72,125	–	–	0.34%	77
2021 Q2	$3.88M	Sell	72,125 -1,250	-2%	-$67.5K	0.34%	80
2021 Q1	$3.82M	Sell	73,375 -25,000	-25%	-$1.25M	0.37%	76
2020 Q4	$4.52M	Buy	+98,375	New	+$4.14M	0.45%	55

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bard Financial Services's IJH Position: Q3 2023 in Review

Bard Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 71,250 shares — an estimated $3.73M sold.

Bard Financial Services first reported a position in IJH in Q4 2020 and held it in 11 quarters. The position peaked at $4.52M in Q4 2020. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Bard Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 71,250 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $3.73M.
Bard Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $4.52M in Q4 2020.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.