Blue Chip Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blue Chip Partners’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	-1,895	Closed	-$107K	–	178
2021 Q4	$107K	Buy	+1,895	New	+$105K	0.01%	172
2021 Q3	–	Sell	-1,880	Closed	-$101K	–	170
2021 Q2	$101K	Buy	+1,880	New	+$102K	0.01%	159
2020 Q1	–	Sell	-14,555	Closed	-$599K	–	147
2019 Q4	$599K	Buy	14,555 +8,355	+135%	+$331K	0.11%	84
2019 Q3	$240K	Buy	6,200 +25	+0.4%	+$961	0.05%	108
2019 Q2	$240K	Buy	6,175 +25	+0.4%	+$958	0.05%	110
2019 Q1	$233K	Buy	6,150 +20	+0.3%	+$739	0.06%	109
2018 Q4	$204K	Buy	6,130 +35	+0.6%	+$1.28K	0.05%	126
2018 Q3	$245K	Buy	6,095 +20	+0.3%	+$804	0.06%	110
2018 Q2	$237K	Hold	6,075	–	–	0.06%	110
2018 Q1	$228K	Buy	6,075 +655	+12%	+$25.1K	0.06%	121
2017 Q4	$206K	Sell	5,420 -185	-3%	-$6.84K	0.06%	108
2017 Q3	$201K	Buy	5,605 +30	+0.5%	+$1.04K	0.06%	110
2017 Q2	$194K	Hold	5,575	–	–	0.07%	112
2017 Q1	$191K	Sell	5,575 -385	-6%	-$13.1K	0.07%	112
2016 Q4	$197K	Buy	5,960 +25	+0.4%	+$793	0.08%	112
2016 Q3	$184K	Sell	5,935 -70	-1%	-$2.16K	0.08%	106
2016 Q2	$179K	Sell	6,005 -550	-8%	-$16.1K	0.08%	106
2016 Q1	$189K	Sell	6,555 -950	-13%	-$25.4K	0.09%	100
2015 Q4	$209K	Sell	7,505 -495	-6%	-$14.1K	0.11%	97
2015 Q3	$219K	Hold	8,000	–	–	0.14%	96
2015 Q2	$240K	Buy	8,000 +525	+7%	+$16K	0.15%	88
2015 Q1	$227K	Sell	7,475 -1,490	-17%	-$44.1K	0.15%	93
2014 Q4	$260K	Buy	+8,965	New	+$252K	0.18%	86

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Partners's IJH Position: Q1 2022 in Review

Blue Chip Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 1,895 shares — an estimated $107K sold.

Blue Chip Partners first reported a position in IJH in Q4 2014 and held it in 23 quarters. The position peaked at $599K in Q4 2019. 1,842 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Blue Chip Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Blue Chip Partners sold 1,895 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $107K.
Blue Chip Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 23 quarters.
Blue Chip Partners's iShares Core S&P Mid-Cap ETF position peaked at $599K in Q4 2019.
1,842 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Blue Chip Partners's 13F filing for Q1 2022, filed 4 May 2022.