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

Beta Wealth 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
2022 Q1	–	Sell	-14,990	Closed	-$789K	–	95
2021 Q4	$789K	Hold	14,990	–	–	0.57%	37
2021 Q3	$789K	Buy	14,990 +680	+5%	+$36.6K	0.57%	37
2021 Q2	$769K	Sell	14,310 -260	-2%	-$14K	0.54%	38
2021 Q1	$758K	Buy	+14,570	New	+$728K	0.55%	39

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beta Wealth Group's IJH Position: Q1 2022 in Review

Beta Wealth Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 14,990 shares — an estimated $789K sold.

Beta Wealth Group first reported a position in IJH in Q1 2021 and held it in 4 quarters. The position peaked at $789K in Q4 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Beta Wealth Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Beta Wealth Group sold 14,990 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $789K.
Beta Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
Beta Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $789K in Q4 2021.
1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Beta Wealth Group's 13F filing for Q1 2022, filed 12 May 2022.