Epstein & White Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Epstein & White Financial’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 Q2	$4M	Buy	74,375 +1,650	+2%	+$89.1K	1.05%	16
2021 Q1	$3.78M	Buy	72,725 +3,345	+5%	+$167K	1.1%	15
2020 Q4	$3.2M	Sell	69,380 -1,160	-2%	-$48.9K	0.98%	16
2020 Q3	$2.62M	Buy	70,540 +1,960	+3%	+$73.3K	0.93%	14
2020 Q2	$2.44M	Buy	68,580 +11,010	+19%	+$366K	0.92%	12
2020 Q1	$1.66M	Buy	+57,570	New	+$2.14M	0.69%	14
2018 Q4	–	Sell	-84,635	Closed	-$3.39M	–	86
2018 Q3	$3.39M	Buy	+84,635	New	+$3.4M	2.22%	8

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Epstein & White Financial's IJH Position: Q2 2021 in Review

Epstein & White Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2021, buying an estimated $89.1K and bringing the position to 74,375 shares worth $4M. The position accounts for 1.05% of the portfolio, ranked #16.

Epstein & White Financial first reported a position in IJH in Q3 2018 and has held it in 7 quarters since. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Epstein & White Financial held 74,375 shares of iShares Core S&P Mid-Cap ETF worth $4M as of Q2 2021.
Epstein & White Financial bought 1,650 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $89.1K.
iShares Core S&P Mid-Cap ETF made up 1.05% of Epstein & White Financial's portfolio in Q2 2021, its #16 holding.
Epstein & White Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 7 quarters since.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.