Copperwynd Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Copperwynd Financial’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	–	Sell	-67,080	Closed	-$3.6M	–	121
2021 Q2	$3.6M	Buy	67,080 +1,195	+2%	+$64.5K	1.53%	15
2021 Q1	$3.43M	Buy	+65,885	New	+$3.29M	1.54%	16
2020 Q1	–	Sell	-125,805	Closed	-$5.18M	–	95
2019 Q4	$5.18M	Sell	125,805 -74,515	-37%	-$2.95M	2.74%	11
2019 Q3	$7.98M	Buy	200,320 +24,635	+14%	+$947K	4.53%	4
2019 Q2	$6.83M	Buy	175,685 +13,000	+8%	+$498K	3.92%	11
2019 Q1	$6.16M	Buy	162,685 +8,325	+5%	+$307K	3.69%	10
2018 Q4	$5.13M	Buy	154,360 +7,950	+5%	+$290K	3.18%	8
2018 Q3	$5.89M	Buy	146,410 +535	+0.4%	+$21.5K	3.57%	10
2018 Q2	$5.68M	Sell	145,875 -3,435	-2%	-$133K	3.99%	10
2018 Q1	$5.6M	Buy	149,310 +4,285	+3%	+$164K	3.84%	10
2017 Q4	$5.5M	Buy	+145,025	New	+$5.36M	4.02%	7

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Copperwynd Financial's IJH Position: Q3 2021 in Review

Copperwynd Financial sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 67,080 shares — an estimated $3.6M sold.

Copperwynd Financial first reported a position in IJH in Q4 2017 and held it in 11 quarters. The position peaked at $7.98M in Q3 2019. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Copperwynd Financial reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Copperwynd Financial sold 67,080 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $3.6M.
Copperwynd Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 11 quarters.
Copperwynd Financial's iShares Core S&P Mid-Cap ETF position peaked at $7.98M in Q3 2019.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Copperwynd Financial's 13F filing for Q3 2021, filed 3 Nov 2021.