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

Crescent Capital Consulting’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 		$2.67M Sell
47,080
-160
-0.3% -$8.91K 0.44% 54
2021
Q3 		$2.49M Sell
47,240
-185
-0.4% -$9.95K 0.46% 53
2021
Q2 		$2.55M Buy
47,425
+3,370
+8% +$182K 0.48% 51
2021
Q1 		$2.29M Buy
44,055
+760
+2% +$38K 0.5% 53
2020
Q4 		$1.99M Buy
+43,295
New +$1.82M 0.51% 53

Other funds holding IJH

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Crescent Capital Consulting's IJH Position: Q4 2021 in Review

Crescent Capital Consulting reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.34% in Q4 2021, selling an estimated $8.91K and leaving 47,080 shares worth $2.67M. The position accounts for 0.44% of the portfolio, ranked #54.

Crescent Capital Consulting first reported a position in IJH in Q4 2020 and has held it in 5 quarters since. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Crescent Capital Consulting held 47,080 shares of iShares Core S&P Mid-Cap ETF worth $2.67M as of Q4 2021.
  • Crescent Capital Consulting sold 160 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $8.91K.
  • iShares Core S&P Mid-Cap ETF made up 0.44% of Crescent Capital Consulting's portfolio in Q4 2021, its #54 holding.
  • Crescent Capital Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.