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Caliber Wealth Management (Utah)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Caliber Wealth Management (Utah)’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
-5,810
Closed -$302K – 82
2021
Q1 		$302K Sell
5,810
-60
-1% -$3K 0.22% 67
2020
Q4 		$270K Buy
+5,870
New +$247K 0.26% 63

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caliber Wealth Management (Utah)'s IJH Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 5,810 shares — an estimated $302K sold.

Caliber Wealth Management (Utah) first reported a position in IJH in Q4 2020 and held it in 2 quarters. The position peaked at $302K in Q1 2021. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 5,810 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $302K.
  • Caliber Wealth Management (Utah) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s iShares Core S&P Mid-Cap ETF position peaked at $302K in Q1 2021.
  • 1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.