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Berry Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Berry Group’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
2020
Q4 		$8.59M Buy
186,835
+12,340
+7% +$520K 3.87% 4
2020
Q3 		$6.47M Buy
174,495
+3,740
+2% +$140K 3.47% 5
2020
Q2 		$6.07M Sell
170,755
-35,035
-17% -$1.16M 3.76% 3
2020
Q1 		$5.92M Sell
205,790
-7,135
-3% -$265K 4.46% 3
2019
Q4 		$8.77M Buy
+212,925
New +$8.44M 4.74% 3

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

Berry Group's IJH Position: Q4 2020 in Review

Berry Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q4 2020, buying an estimated $520K and bringing the position to 186,835 shares worth $8.59M. The position accounts for 3.87% of the portfolio, ranked #4.

Berry Group first reported a position in IJH in Q4 2019 and has held it in 5 quarters since. The position peaked at $8.77M in Q4 2019. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

  • Berry Group held 186,835 shares of iShares Core S&P Mid-Cap ETF worth $8.59M as of Q4 2020.
  • Berry Group bought 12,340 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $520K.
  • iShares Core S&P Mid-Cap ETF made up 3.87% of Berry Group's portfolio in Q4 2020, its #4 holding.
  • Berry Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's iShares Core S&P Mid-Cap ETF position peaked at $8.77M in Q4 2019.
  • 1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.