Clear Perspective Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clear Perspective Advisors’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	$3.97M	Buy	70,145 +355	+0.5%	+$19.8K	1.21%	14
2021 Q3	$3.67M	Sell	69,790 -16,455	-19%	-$885K	1.26%	15
2021 Q2	$4.63M	Buy	86,245 +1,150	+1%	+$62.1K	1.61%	12
2021 Q1	$4.43M	Buy	85,095 +565	+0.7%	+$28.2K	1.73%	11
2020 Q4	$3.89M	Buy	84,530 +3,020	+4%	+$127K	1.59%	13
2020 Q3	$299	Sell	81,510 -2,835	-3%	-$106K	0.14%	109
2020 Q2	$3M	Sell	84,345 -6,785	-7%	-$225K	1.64%	12
2020 Q1	$2.62M	Sell	91,130 -8,415	-8%	-$313K	1.75%	11
2019 Q4	$4.1M	Buy	99,545 +3,395	+4%	+$135K	2.54%	5
2019 Q3	$3.72M	Buy	96,150 +2,100	+2%	+$80.7K	1.68%	12
2019 Q2	$3.65M	Buy	94,050 +1,460	+2%	+$56K	2.35%	7
2019 Q1	$3.51M	Sell	92,590 -5,335	-5%	-$197K	2.49%	6
2018 Q4	$3.25M	Buy	97,925 +4,210	+4%	+$154K	2.7%	4
2018 Q3	$3.77M	Buy	93,715 +7,780	+9%	+$313K	2.8%	3
2018 Q2	$3.35M	Buy	85,935 +66,815	+349%	+$2.58M	2.34%	4
2018 Q1	$717K	Buy	19,120 +4,405	+30%	+$169K	0.54%	47
2017 Q4	$559K	Buy	14,715 +3,455	+31%	+$128K	0.43%	65
2017 Q3	$403K	Hold	11,260	–	–	0.33%	82
2017 Q2	$392K	Buy	11,260 +1,000	+10%	+$34.5K	0.33%	79
2017 Q1	$351K	Hold	10,260	–	–	0.23%	86
2016 Q4	$339K	Buy	+10,260	New	+$325K	0.22%	92

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

Clear Perspective Advisors's IJH Position: Q4 2021 in Review

Clear Perspective Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.51% in Q4 2021, buying an estimated $19.8K and bringing the position to 70,145 shares worth $3.97M. The position accounts for 1.21% of the portfolio, ranked #14.

Clear Perspective Advisors first reported a position in IJH in Q4 2016 and has held it in 21 quarters since. The position peaked at $4.63M in Q2 2021. 1,866 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Clear Perspective Advisors held 70,145 shares of iShares Core S&P Mid-Cap ETF worth $3.97M as of Q4 2021.
Clear Perspective Advisors bought 355 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $19.8K.
iShares Core S&P Mid-Cap ETF made up 1.21% of Clear Perspective Advisors's portfolio in Q4 2021, its #14 holding.
Clear Perspective Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.63M in Q2 2021.
1,866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.