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Bel Air Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$7.38M Sell
137,305
-6,435
-4% -$347K 0.23% 63
2021
Q1 		$7.48M Buy
+143,740
New +$7.18M 0.24% 69

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bel Air Investment Advisors's IJH Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.5% in Q2 2021, selling an estimated $347K and leaving 137,305 shares worth $7.38M. The position accounts for 0.23% of the portfolio, ranked #63.

Bel Air Investment Advisors first reported a position in IJH in Q1 2021 and has held it in 2 quarters since. The position peaked at $7.48M in Q1 2021. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

  • Bel Air Investment Advisors held 137,305 shares of iShares Core S&P Mid-Cap ETF worth $7.38M as of Q2 2021.
  • Bel Air Investment Advisors sold 6,435 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $347K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Bel Air Investment Advisors's portfolio in Q2 2021, its #63 holding.
  • Bel Air Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $7.48M in Q1 2021.
  • 1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.