BTR Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BTR Capital 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 Q3	$228K	Buy	+5,200	New	+$251K	0.04%	150

Other funds holding IJH

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

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

BTR Capital Management's IJH Position: Q3 2022 in Review

BTR Capital Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022: 5,200 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings.

1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

BTR Capital Management held 5,200 shares of iShares Core S&P Mid-Cap ETF worth $228K as of Q3 2022.
iShares Core S&P Mid-Cap ETF was a new BTR Capital Management position in Q3 2022.
iShares Core S&P Mid-Cap ETF made up 0.04% of BTR Capital Management's portfolio in Q3 2022, its #150 holding.
1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.