Berman Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Berman Capital 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 Q3	$2.76M	Buy	52,505 +150	+0.3%	+$8.07K	0.43%	29
2021 Q2	$2.81M	Sell	52,355 -35,590	-40%	-$1.92M	0.45%	26
2021 Q1	$4.58M	Sell	87,945 -2,460	-3%	-$123K	0.96%	15
2020 Q4	$4.16M	Sell	90,405 -5,020	-5%	-$212K	0.99%	15
2020 Q3	$3.54M	Buy	95,425 +135	+0.1%	+$5.05K	1%	16
2020 Q2	$3.39M	Sell	95,290 -23,715	-20%	-$788K	0.89%	17
2020 Q1	$3.42M	Buy	119,005 +330	+0.3%	+$12.3K	1.1%	17
2019 Q4	$4.88M	Buy	118,675 +950	+0.8%	+$37.6K	1.41%	17
2019 Q3	$4.55M	Sell	117,725 -375	-0.3%	-$14.4K	1.42%	17
2019 Q2	$4.59M	Sell	118,100 -21,935	-16%	-$841K	1.46%	16
2019 Q1	$5.3M	Buy	140,035 +16,815	+14%	+$621K	1.78%	14
2018 Q4	$4.09M	Sell	123,220 -5,175	-4%	-$189K	1.61%	14
2018 Q3	$5.17M	Sell	128,395 -81,335	-39%	-$3.27M	2.18%	11
2018 Q2	$8.17M	Buy	209,730 +36,020	+21%	+$1.39M	2.84%	10
2018 Q1	$6.52M	Sell	173,710 -7,545	-4%	-$289K	2.49%	10
2017 Q4	$6.88M	Buy	+181,255	New	+$6.7M	2.28%	13

Other funds holding IJH

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Berman Capital Advisors's IJH Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.29% in Q3 2021, buying an estimated $8.07K and bringing the position to 52,505 shares worth $2.76M. The position accounts for 0.43% of the portfolio, ranked #29.

Berman Capital Advisors first reported a position in IJH in Q4 2017 and has held it in 16 quarters since. The position peaked at $8.17M in Q2 2018. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Berman Capital Advisors held 52,505 shares of iShares Core S&P Mid-Cap ETF worth $2.76M as of Q3 2021.
Berman Capital Advisors bought 150 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $8.07K.
iShares Core S&P Mid-Cap ETF made up 0.43% of Berman Capital Advisors's portfolio in Q3 2021, its #29 holding.
Berman Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.17M in Q2 2018.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.