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Dowling & Yahnke’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dowling & Yahnke’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
Q3 		$1.95M Buy
44,460
+2,715
+7% +$131K 0.09% 176
2022
Q2 		$1.89M Buy
41,745
+4,210
+11% +$208K 0.09% 179
2022
Q1 		$2.01M Buy
37,535
+15,160
+68% +$807K 0.09% 181
2021
Q4 		$1.27M Buy
22,375
+2,000
+10% +$111K 0.06% 209
2021
Q3 		$1.07M Sell
20,375
-180
-0.9% -$9.68K 0.06% 216
2021
Q2 		$1.1M Sell
20,555
-1,600
-7% -$86.4K 0.06% 206
2021
Q1 		$1.15M Sell
22,155
-1,500
-6% -$74.9K 0.08% 198
2020
Q4 		$1.09M Sell
23,655
-65
-0.3% -$2.74K 0.08% 193
2020
Q3 		$879K Buy
23,720
+2,930
+14% +$110K 0.07% 197
2020
Q2 		$739K Buy
20,790
+3,535
+20% +$117K 0.06% 204
2020
Q1 		$496K Sell
17,255
-9,950
-37% -$370K 0.05% 213
2019
Q4 		$1.12M Buy
27,205
+120
+0.4% +$4.76K 0.09% 184
2019
Q3 		$1.05M Sell
27,085
-1,160
-4% -$44.6K 0.09% 186
2019
Q2 		$1.1M Sell
28,245
-145
-0.5% -$5.56K 0.09% 186
2019
Q1 		$1.07M Buy
28,390
+14,645
+107% +$541K 0.1% 168
2018
Q4 		$516K Buy
13,745
+500
+4% +$18.2K 0.05% 198
2018
Q3 		$533K Sell
13,245
-100
-0.7% -$4.02K 0.05% 223
2018
Q2 		$520K Buy
13,345
+1,285
+11% +$49.6K 0.05% 223
2018
Q1 		$452K Sell
12,060
-785
-6% -$30K 0.04% 232
2017
Q4 		$488K Hold
12,845
– – 0.04% 233
2017
Q3 		$460K Hold
12,845
– – 0.05% 222
2017
Q2 		$447K Hold
12,845
– – 0.05% 221
2017
Q1 		$440K Sell
12,845
-550
-4% -$18.7K 0.05% 221
2016
Q4 		$443K Hold
13,395
– – 0.05% 220
2016
Q3 		$415K Hold
13,395
– – 0.05% 218
2016
Q2 		$400K Sell
13,395
-1,675
-11% -$49.1K 0.05% 216
2016
Q1 		$435K Sell
15,070
-1,235
-8% -$33K 0.05% 203
2015
Q4 		$454K Buy
+16,305
New +$466K 0.06% 202

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Dowling & Yahnke's IJH Position: Q3 2022 in Review

Dowling & Yahnke increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q3 2022, buying an estimated $131K and bringing the position to 44,460 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #176.

Dowling & Yahnke first reported a position in IJH in Q4 2015 and has held it in 28 quarters since. The position peaked at $2.01M in Q1 2022. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Dowling & Yahnke held 44,460 shares of iShares Core S&P Mid-Cap ETF worth $1.95M as of Q3 2022.
  • Dowling & Yahnke bought 2,715 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $131K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Dowling & Yahnke's portfolio in Q3 2022, its #176 holding.
  • Dowling & Yahnke first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 28 quarters since.
  • Dowling & Yahnke's iShares Core S&P Mid-Cap ETF position peaked at $2.01M in Q1 2022.
  • 1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.