Entrust Global Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Entrust Global Partners’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 Q4	–	Sell	-78,250	Closed	-$3.43M	–	8
2022 Q3	$3.43M	Hold	78,250	–	–	1.8%	10
2022 Q2	$3.58M	Hold	78,250	–	–	1.93%	10
2022 Q1	$4.23M	Hold	78,250	–	–	1.45%	10
2021 Q4	$4.43M	Buy	+78,250	New	+$4.36M	1.22%	11

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Entrust Global Partners's IJH Position: Q4 2022 in Review

Entrust Global Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 78,250 shares — an estimated $3.43M sold.

Entrust Global Partners first reported a position in IJH in Q4 2021 and held it in 4 quarters. The position peaked at $4.43M in Q4 2021. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Entrust Global Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Entrust Global Partners sold 78,250 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $3.43M.
Entrust Global Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Entrust Global Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.43M in Q4 2021.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Entrust Global Partners's 13F filing for Q4 2022, filed 10 Feb 2023.