CP
IJH icon

Cumberland Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cumberland Partners’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
2022
Q1 		– Sell
-11,455
Closed -$649K – 187
2021
Q4 		$649K Sell
11,455
-7,865
-41% -$438K 0.05% 141
2021
Q3 		$1.02M Buy
+19,320
New +$1.04M 0.08% 124

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

Cumberland Partners's IJH Position: Q1 2022 in Review

Cumberland Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 11,455 shares — an estimated $649K sold.

Cumberland Partners first reported a position in IJH in Q3 2021 and held it in 2 quarters. The position peaked at $1.02M in Q3 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • Cumberland Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cumberland Partners sold 11,455 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $649K.
  • Cumberland Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Cumberland Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.02M in Q3 2021.
  • 1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Cumberland Partners's 13F filing for Q1 2022, filed 10 May 2022.