Burleson & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Burleson & Co’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
2021 Q2	–	Sell	-80	Closed	-$4K	–	378
2021 Q1	$4K	Buy	+80	New	+$4K	﹤0.01%	295
2020 Q1	–	Sell	-61,530	Closed	-$2.56M	–	124
2019 Q4	$2.56M	Sell	61,530 -93,055	-60%	-$3.69M	0.72%	40
2019 Q3	$6.01M	Buy	154,585 +16,545	+12%	+$636K	2.1%	14
2019 Q2	$5.33M	Sell	138,040 -63,915	-32%	-$2.45M	2.25%	12
2019 Q1	$8M	Buy	201,955 +158,925	+369%	+$5.87M	3.39%	6
2018 Q4	$1.65M	Buy	+43,030	New	+$1.57M	0.85%	34

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's IJH Position: Q2 2021 in Review

Burleson & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 80 shares — an estimated $4K sold.

Burleson & Co first reported a position in IJH in Q4 2018 and held it in 6 quarters. The position peaked at $8M in Q1 2019. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Burleson & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Burleson & Co sold 80 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $4K.
Burleson & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
Burleson & Co's iShares Core S&P Mid-Cap ETF position peaked at $8M in Q1 2019.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.