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

DeGreen Capital Management’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	$13.5M	Buy	256,580 +13,090	+5%	+$704K	4.48%	10
2021 Q2	$13.1M	Sell	243,490 -6,505	-3%	-$351K	4.39%	10
2021 Q1	$7.73M	Sell	249,995 -3,985	-2%	-$199K	4.53%	9
2020 Q4	$11.7M	Buy	253,980 +5,815	+2%	+$245K	4.56%	9
2020 Q3	$9.2M	Buy	248,165 +4,620	+2%	+$173K	4.06%	9
2020 Q2	$8.66M	Buy	243,545 +11,405	+5%	+$379K	4.15%	9
2020 Q1	$6.68M	Buy	232,140 +26,240	+13%	+$976K	3.7%	10
2019 Q4	$8.47M	Buy	205,900 +3,725	+2%	+$148K	4.17%	10
2019 Q3	$7.81M	Sell	202,175 -106,550	-35%	-$4.09M	4.08%	10
2019 Q2	$12M	Sell	308,725 -56,485	-15%	-$2.16M	6.05%	7
2019 Q1	$13.8M	Buy	365,210 +93,055	+34%	+$3.44M	7.14%	6
2018 Q4	$90.4M	Sell	272,155 -254,375	-48%	-$9.28M	4.95%	10
2018 Q3	$21.2M	Sell	526,530 -305	-0.1%	-$12.3K	9.95%	4
2018 Q2	$20.5M	Sell	526,835 -4,025	-0.8%	-$155K	9.69%	4
2018 Q1	$19.9M	Sell	530,860 -135	-0%	-$5.16K	9.39%	4
2017 Q4	$20.2M	Buy	530,995 +52,210	+11%	+$1.93M	9.47%	4
2017 Q3	$17.1M	Buy	478,785 +61,520	+15%	+$2.14M	8.3%	6
2017 Q2	$14.5K	Buy	417,265 +13,290	+3%	+$459K	1.27%	7
2017 Q1	$13.8M	Buy	403,975 +10,680	+3%	+$363K	8.04%	6
2016 Q4	$13M	Sell	393,295 -74,985	-16%	-$2.38M	8.12%	5
2016 Q3	$14.4M	Buy	468,280 +49,525	+12%	+$1.53M	10.6%	3
2016 Q2	$12.5M	Sell	418,755 -50,210	-11%	-$1.47M	9.93%	3
2016 Q1	$13.5M	Buy	+468,965	New	+$12.5M	11.71%	3

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

DeGreen Capital Management's IJH Position: Q3 2021 in Review

DeGreen Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.4% in Q3 2021, buying an estimated $704K and bringing the position to 256,580 shares worth $13.5M. The position accounts for 4.48% of the portfolio, ranked #10.

DeGreen Capital Management first reported a position in IJH in Q1 2016 and has held it in 23 quarters since. The position peaked at $90.4M in Q4 2018. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

DeGreen Capital Management held 256,580 shares of iShares Core S&P Mid-Cap ETF worth $13.5M as of Q3 2021.
DeGreen Capital Management bought 13,090 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $704K.
iShares Core S&P Mid-Cap ETF made up 4.48% of DeGreen Capital Management's portfolio in Q3 2021, its #10 holding.
DeGreen Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 23 quarters since.
DeGreen Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $90.4M in Q4 2018.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.