Beverly Hills Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beverly Hills Private Wealth’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	-4,920	Closed	-$263K	–	309
2023 Q2	$263K	Buy	+4,920	New	+$245K	0.04%	292

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

Beverly Hills Private Wealth's IJH Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 4,920 shares — an estimated $263K sold.

Beverly Hills Private Wealth first reported a position in IJH in Q2 2023 and held it in 1 quarter. The position peaked at $263K in Q2 2023. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Beverly Hills Private Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Beverly Hills Private Wealth sold 4,920 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $263K.
Beverly Hills Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
Beverly Hills Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $263K in Q2 2023.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.