D. Scott Neal’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

D. Scott Neal’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	-183,115	Closed	-$9.84M	–	53
2021 Q2	$9.84M	Buy	183,115 +175,425	+2,281%	+$9.47M	4.46%	5
2021 Q1	$400K	Hold	7,690	–	–	0.18%	27
2020 Q4	$353K	Hold	7,690	–	–	0.17%	27
2020 Q3	$285K	Hold	7,690	–	–	0.16%	29
2020 Q2	$273K	Hold	7,690	–	–	0.17%	28
2020 Q1	$221K	Hold	7,690	–	–	0.13%	32
2019 Q4	$317K	Hold	7,690	–	–	0.15%	33
2019 Q3	$297K	Hold	7,690	–	–	0.15%	30
2019 Q2	$299K	Sell	7,690 -235	-3%	-$9.01K	0.16%	24
2019 Q1	$300K	Hold	7,925	–	–	0.16%	23
2018 Q4	$263K	Hold	7,925	–	–	0.14%	21
2018 Q3	$319K	Buy	7,925 +50	+0.6%	+$2.01K	0.16%	26
2018 Q2	$307K	Hold	7,875	–	–	0.17%	29
2018 Q1	$295K	Hold	7,875	–	–	0.17%	30
2017 Q4	$299K	Sell	7,875 -42,955	-85%	-$1.59M	0.18%	36
2017 Q3	$1.82M	Buy	50,830 +33,045	+186%	+$1.15M	1.1%	14
2017 Q2	$619K	Buy	17,785 +195	+1%	+$6.73K	0.42%	24
2017 Q1	$602K	Buy	17,590 +13,590	+340%	+$463K	0.39%	25
2016 Q4	$132K	Buy	+4,000	New	+$127K	0.09%	50

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

D. Scott Neal's IJH Position: Q3 2021 in Review

D. Scott Neal sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 183,115 shares — an estimated $9.84M sold.

D. Scott Neal first reported a position in IJH in Q4 2016 and held it in 19 quarters. The position peaked at $9.84M in Q2 2021. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

D. Scott Neal reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
D. Scott Neal sold 183,115 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $9.84M.
D. Scott Neal first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 19 quarters.
D. Scott Neal's iShares Core S&P Mid-Cap ETF position peaked at $9.84M in Q2 2021.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on D. Scott Neal's 13F filing for Q3 2021, filed 4 Nov 2021.