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

Copeland Capital Management’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
2024 Q2	–	Sell	-107	Closed	-$6.51K	–	194
2024 Q1	$6.51K	Sell	107 -553	-84%	-$31.3K	﹤0.01%	222
2023 Q4	$36.6K	Buy	660 +130	+25%	+$6.59K	﹤0.01%	153
2023 Q3	$26.4K	Buy	530 +400	+308%	+$21K	﹤0.01%	191
2023 Q2	$6.73K	Buy	130 +120	+1,200%	+$5.96K	﹤0.01%	223
2023 Q1	$1K	Sell	10 -600	-98%	-$30.6K	﹤0.01%	282
2022 Q4	$30K	Buy	+610	New	+$29.5K	﹤0.01%	185

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Copeland Capital Management's IJH Position: Q2 2024 in Review

Copeland Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 107 shares — an estimated $6.51K sold.

Copeland Capital Management first reported a position in IJH in Q4 2022 and held it in 6 quarters. The position peaked at $36.6K in Q4 2023. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Copeland Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Copeland Capital Management sold 107 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $6.51K.
Copeland Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 6 quarters.
Copeland Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $36.6K in Q4 2023.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Copeland Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.