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

Castleview 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
2022
Q3 		– Sell
-235
Closed -$16.4K – 674
2022
Q2 		$16.4K Buy
235
+30
+15% +$1.48K 0.01% 405
2022
Q1 		$11K Sell
205
-33,760
-99% -$1.8M 0.01% 488
2021
Q4 		$24 Buy
+33,965
New +$1.89M ﹤0.01% 928
2021
Q2 		$7K Buy
+135
New +$7.29K ﹤0.01% 755

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's IJH Position: Q3 2022 in Review

Castleview Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 235 shares — an estimated $16.4K sold.

Castleview Partners first reported a position in IJH in Q2 2021 and held it in 4 quarters. The position peaked at $16.4K in Q2 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Castleview Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 235 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $16.4K.
  • Castleview Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
  • Castleview Partners's iShares Core S&P Mid-Cap ETF position peaked at $16.4K in Q2 2022.
  • 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.