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

Cardan Capital Partners’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 Q3	$421K	Hold	7,995	–	–	0.05%	167
2021 Q2	$430K	Buy	7,995 +655	+9%	+$35.4K	0.05%	168
2021 Q1	$382K	Sell	7,340 -114,105	-94%	-$5.7M	0.05%	165
2020 Q4	$5.58M	Sell	121,445 -4,690	-4%	-$198K	0.69%	44
2020 Q3	$4.67M	Sell	126,135 -30,470	-19%	-$1.14M	0.62%	44
2020 Q2	$5.57M	Buy	156,605 +6,960	+5%	+$231K	0.8%	34
2020 Q1	$4.31M	Buy	+149,645	New	+$5.56M	0.72%	38
2018 Q4	–	Sell	-503,025	Closed	-$20.3M	–	181
2018 Q3	$20.3M	Sell	503,025 -5,535	-1%	-$222K	3.17%	9
2018 Q2	$19.8M	Sell	508,560 -2,420	-0.5%	-$93.5K	3.24%	7
2018 Q1	$19.2M	Buy	510,980 +90,895	+22%	+$3.48M	3.18%	8
2017 Q4	$15.9M	Buy	420,085 +2,430	+0.6%	+$89.9K	3.01%	6
2017 Q3	$14.9M	Sell	417,655 -7,130	-2%	-$248K	2.98%	6
2017 Q2	$14.8M	Sell	424,785 -1,795	-0.4%	-$62K	2.88%	7
2017 Q1	$14.6M	Sell	426,580 -109,980	-20%	-$3.74M	3.05%	7
2016 Q4	$17.7M	Buy	536,560 +4,185	+0.8%	+$133K	3.96%	5
2016 Q3	$16.5M	Buy	532,375 +6,515	+1%	+$201K	3.68%	6
2016 Q2	$15.7M	Sell	525,860 -1,020	-0.2%	-$29.9K	3.87%	6
2016 Q1	$15.2M	Buy	526,880 +195,745	+59%	+$5.23M	3.79%	6
2015 Q4	$9.23M	Buy	+331,135	New	+$9.46M	3.94%	6

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cardan Capital Partners's IJH Position: Q3 2021 in Review

Cardan Capital Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2021 at 7,995 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #167.

Cardan Capital Partners first reported a position in IJH in Q4 2015 and has held it in 19 quarters since. The position peaked at $20.3M in Q3 2018. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Cardan Capital Partners held 7,995 shares of iShares Core S&P Mid-Cap ETF worth $421K as of Q3 2021.
Cardan Capital Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2021.
iShares Core S&P Mid-Cap ETF made up 0.05% of Cardan Capital Partners's portfolio in Q3 2021, its #167 holding.
Cardan Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 19 quarters since.
Cardan Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $20.3M in Q3 2018.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.