Elm Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Elm Advisors’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 Q1	–	Sell	-6,310	Closed	-$357K	–	69
2021 Q4	$357K	Sell	6,310 -200	-3%	-$11.1K	0.2%	65
2021 Q3	$343K	Sell	6,510 -165	-2%	-$8.88K	0.21%	64
2021 Q2	$359K	Buy	6,675 +555	+9%	+$30K	0.21%	63
2021 Q1	$319K	Sell	6,120 -500	-8%	-$25K	0.2%	65
2020 Q4	$304K	Sell	6,620 -50	-0.7%	-$2.11K	0.19%	65
2020 Q3	$247K	Buy	6,670 +175	+3%	+$6.54K	0.17%	70
2020 Q2	$231K	Sell	6,495 -835	-11%	-$27.7K	0.16%	78
2020 Q1	$211K	Buy	7,330 +910	+14%	+$33.8K	0.17%	74
2019 Q4	$264K	Sell	6,420 -1,175	-15%	-$46.6K	0.17%	77
2019 Q3	$294K	Hold	7,595	–	–	0.2%	67
2019 Q2	$295K	Hold	7,595	–	–	0.2%	69
2019 Q1	$288K	Hold	7,595	–	–	0.2%	71
2018 Q4	$252K	Hold	7,595	–	–	0.2%	69
2018 Q3	$306K	Hold	7,595	–	–	0.2%	66
2018 Q2	$296K	Hold	7,595	–	–	0.23%	61
2018 Q1	$285K	Sell	7,595 -275	-3%	-$10.5K	0.22%	64
2017 Q4	$299K	Buy	7,870 +50	+0.6%	+$1.85K	0.22%	63
2017 Q3	$280K	Hold	7,820	–	–	0.22%	65
2017 Q2	$272K	Buy	7,820 +375	+5%	+$12.9K	0.22%	63
2017 Q1	$255K	Buy	7,445 +750	+11%	+$25.5K	0.21%	70
2016 Q4	$221K	Buy	+6,695	New	+$212K	0.2%	72

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elm Advisors's IJH Position: Q1 2022 in Review

Elm Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 6,310 shares — an estimated $357K sold.

Elm Advisors first reported a position in IJH in Q4 2016 and held it in 21 quarters. The position peaked at $359K in Q2 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Elm Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Elm Advisors sold 6,310 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $357K.
Elm Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 21 quarters.
Elm Advisors's iShares Core S&P Mid-Cap ETF position peaked at $359K in Q2 2021.
1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.