Brewin Dolphin Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brewin Dolphin Wealth Management’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 Q2	$111K	Hold	2,450	–	–	0.01%	149
2022 Q1	$131K	Hold	2,450	–	–	0.01%	143
2021 Q4	$139K	Hold	2,450	–	–	0.02%	150
2021 Q3	$129K	Hold	2,450	–	–	0.01%	150
2021 Q2	$132K	Buy	+2,450	New	+$132K	0.02%	148
2020 Q4	–	Sell	-2,340	Closed	-$86.7K	–	302
2020 Q3	$86.7K	Hold	2,340	–	–	0.02%	135
2020 Q2	$83.2K	Buy	+2,340	New	+$77.7K	0.02%	133

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Brewin Dolphin Wealth Management's IJH Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2022 at 2,450 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #149.

Brewin Dolphin Wealth Management first reported a position in IJH in Q2 2020 and has held it in 7 quarters since. The position peaked at $139K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Brewin Dolphin Wealth Management held 2,450 shares of iShares Core S&P Mid-Cap ETF worth $111K as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2022.
iShares Core S&P Mid-Cap ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #149 holding.
Brewin Dolphin Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $139K in Q4 2021.
1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.