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

Column Capital 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
2023 Q3	$314K	Buy	6,300 +1,715	+37%	+$89.9K	0.05%	106
2023 Q2	$240K	Hold	4,585	–	–	0.03%	125
2023 Q1	$229K	Hold	4,585	–	–	0.03%	129
2022 Q4	$222K	Buy	4,585 +5	+0.1%	+$242	0.04%	116
2022 Q3	$201K	Hold	4,580	–	–	0.04%	118
2022 Q2	$207K	Buy	4,580 +5	+0.1%	+$247	0.04%	114
2022 Q1	$246K	Sell	4,575 -3,000	-40%	-$160K	0.05%	116
2021 Q4	$429K	Buy	7,575 +390	+5%	+$21.7K	0.08%	79
2021 Q3	$378K	Buy	7,185 +700	+11%	+$37.7K	0.08%	81
2021 Q2	$349K	Buy	6,485 +95	+1%	+$5.13K	0.07%	79
2021 Q1	$333K	Sell	6,390 -60	-0.9%	-$3K	0.07%	80
2020 Q4	$296K	Sell	6,450 -3,440	-35%	-$145K	0.07%	81
2020 Q3	$367K	Buy	9,890 +5	+0.1%	+$187	0.11%	60
2020 Q2	$351K	Buy	9,885 +2,000	+25%	+$66.4K	0.12%	58
2020 Q1	$227K	Sell	7,885 -350	-4%	-$13K	0.09%	65
2019 Q4	$338K	Buy	+8,235	New	+$326K	0.17%	58

Other funds holding IJH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Column Capital Advisors's IJH Position: Q3 2023 in Review

Column Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 37% in Q3 2023, buying an estimated $89.9K and bringing the position to 6,300 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #106.

Column Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 16 quarters since. The position peaked at $429K in Q4 2021. 2,007 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Column Capital Advisors held 6,300 shares of iShares Core S&P Mid-Cap ETF worth $314K as of Q3 2023.
Column Capital Advisors bought 1,715 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $89.9K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Column Capital Advisors's portfolio in Q3 2023, its #106 holding.
Column Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $429K in Q4 2021.
2,007 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.