Donald L. Hagan LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Donald L. Hagan LLC’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
2023 Q1	–	Sell	-20,750	Closed	-$1M	–	111
2022 Q4	$1M	Buy	+20,750	New	+$1M	0.63%	39
2016 Q2	–	Sell	-3,785	Closed	-$109K	–	185
2016 Q1	$109K	Buy	+3,785	New	+$101K	0.1%	95
2015 Q4	–	Sell	-3,785	Closed	-$103K	–	177
2015 Q3	$103K	Buy	+3,785	New	+$110K	0.09%	93

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

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

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

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

Donald L. Hagan LLC's IJH Position: Q1 2023 in Review

Donald L. Hagan LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 20,750 shares — an estimated $1M sold.

Donald L. Hagan LLC first reported a position in IJH in Q3 2015 and held it in 3 quarters. The position peaked at $1M in Q4 2022. 1,915 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Donald L. Hagan LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Donald L. Hagan LLC sold 20,750 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $1M.
Donald L. Hagan LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and held it in 3 quarters.
Donald L. Hagan LLC's iShares Core S&P Mid-Cap ETF position peaked at $1M in Q4 2022.
1,915 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Donald L. Hagan LLC's 13F filing for Q1 2023, filed 18 Apr 2023.