Cypress Capital Management (Delaware)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cypress Capital Management (Delaware)’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 Q4	–	Sell	-39,065	Closed	-$1.71M	–	78
2022 Q3	$1.71M	Buy	39,065 +1,730	+5%	+$83.6K	0.32%	69
2022 Q2	$1.69M	Sell	37,335 -3,075	-8%	-$152K	0.25%	78
2022 Q1	$2.17M	Buy	40,410 +1,415	+4%	+$75.3K	0.27%	73
2021 Q4	$2.21M	Sell	38,995 -1,055	-3%	-$58.7K	0.25%	81
2021 Q3	$2.15M	Hold	40,050	–	–	0.28%	70
2021 Q2	$2.15M	Sell	40,050 -1,675	-4%	-$90.4K	0.28%	70
2021 Q1	$2.17M	Buy	41,725 +350	+0.8%	+$17.5K	0.3%	68
2020 Q4	$1.9M	Sell	41,375 -400	-1%	-$16.9K	0.26%	70
2020 Q3	$1.55M	Buy	41,775 +2,875	+7%	+$107K	0.24%	71
2020 Q2	$1.38M	Buy	38,900 +3,875	+11%	+$129K	0.23%	77
2020 Q1	$1.01M	Sell	35,025 -1,500	-4%	-$55.8K	0.2%	77
2019 Q4	$1.5M	Sell	36,525 -1,300	-3%	-$51.5K	0.23%	69
2019 Q3	$1.46M	Buy	37,825 +9,125	+32%	+$351K	0.24%	66
2019 Q2	$1.11M	Hold	28,700	–	–	0.19%	79
2019 Q1	$1.09M	Sell	28,700 -1,000	-3%	-$36.9K	0.2%	74
2018 Q4	$986K	Hold	29,700	–	–	0.2%	66
2018 Q3	$1.2M	Sell	29,700 -15,375	-34%	-$618K	0.21%	64
2018 Q2	$1.76M	Buy	45,075 +15,575	+53%	+$602K	0.33%	50
2018 Q1	$1.11M	Buy	29,500 +550	+2%	+$21K	0.21%	66
2017 Q4	$1.1M	Sell	28,950 -50	-0.2%	-$1.85K	0.21%	66
2017 Q3	$1.04M	Buy	+29,000	New	+$1.01M	0.22%	65

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Cypress Capital Management (Delaware)'s IJH Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 39,065 shares — an estimated $1.71M sold.

Cypress Capital Management (Delaware) first reported a position in IJH in Q3 2017 and held it in 21 quarters. The position peaked at $2.21M in Q4 2021. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 39,065 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $1.71M.
Cypress Capital Management (Delaware) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 21 quarters.
Cypress Capital Management (Delaware)'s iShares Core S&P Mid-Cap ETF position peaked at $2.21M in Q4 2021.
1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.