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D'Orazio & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-140
Closed -$7K – 380
2021
Q3 		$7K Buy
+140
New +$7.53K ﹤0.01% 596

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

D'Orazio & Associates's IJH Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 140 shares — an estimated $7K sold.

D'Orazio & Associates first reported a position in IJH in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • D'Orazio & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 140 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $7K.
  • D'Orazio & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's iShares Core S&P Mid-Cap ETF position peaked at $7K in Q3 2021.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.