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

Biechele Royce 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
2022 Q4	–	Sell	-75	Closed	-$3K	–	65
2022 Q3	$3K	Buy	+75	New	+$3.63K	﹤0.01%	66
2022 Q2	–	Sell	-7,575	Closed	-$374K	–	62
2022 Q1	$406K	Hold	7,575	–	–	0.16%	42
2021 Q4	$429K	Sell	7,575 -140	-2%	-$7.79K	0.17%	44
2021 Q3	$406K	Buy	+7,715	New	+$415K	0.18%	44

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Biechele Royce Advisors's IJH Position: Q4 2022 in Review

Biechele Royce Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 75 shares — an estimated $3K sold.

Biechele Royce Advisors first reported a position in IJH in Q3 2021 and held it in 4 quarters. The position peaked at $429K in Q4 2021. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Biechele Royce Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Biechele Royce Advisors sold 75 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $3K.
Biechele Royce Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 4 quarters.
Biechele Royce Advisors's iShares Core S&P Mid-Cap ETF position peaked at $429K in Q4 2021.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Biechele Royce Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.