Cabot-Wellington’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cabot-Wellington’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 Q4	–	Sell	-1,885	Closed	-$99K	–	15
2021 Q3	$99K	Hold	1,885	–	–	0.05%	14
2021 Q2	$101K	Hold	1,885	–	–	0.05%	14
2021 Q1	$98K	Hold	1,885	–	–	0.05%	14
2020 Q4	$87K	Buy	+1,885	New	+$79.4K	0.04%	14

Other funds holding IJH

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

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

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

Cabot-Wellington's IJH Position: Q4 2021 in Review

Cabot-Wellington sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 1,885 shares — an estimated $99K sold.

Cabot-Wellington first reported a position in IJH in Q4 2020 and held it in 4 quarters. The position peaked at $101K in Q2 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Cabot-Wellington reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Cabot-Wellington sold 1,885 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $99K.
Cabot-Wellington first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
Cabot-Wellington's iShares Core S&P Mid-Cap ETF position peaked at $101K in Q2 2021.
1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Cabot-Wellington's 13F filing for Q4 2021, filed 21 Mar 2023.