Farr Miller & Washington’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Farr Miller & Washington’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 Q3	$2.96M	Buy	56,315 +490	+0.9%	+$26.4K	0.19%	57
2021 Q2	$3M	Buy	55,825 +3,565	+7%	+$192K	0.2%	57
2021 Q1	$2.72M	Buy	52,260 +1,505	+3%	+$75.2K	0.19%	57
2020 Q4	$2.33M	Buy	50,755 +3,130	+7%	+$132K	0.18%	56
2020 Q3	$1.76M	Buy	47,625 +2,610	+6%	+$97.6K	0.15%	56
2020 Q2	$1.6M	Sell	45,015 -2,090	-4%	-$69.4K	0.13%	59
2020 Q1	$1.35M	Buy	47,105 +1,150	+3%	+$42.8K	0.13%	57
2019 Q4	$1.89M	Buy	45,955 +3,440	+8%	+$136K	0.14%	51
2019 Q3	$1.64M	Buy	42,515 +1,970	+5%	+$75.7K	0.13%	56
2019 Q2	$1.57M	Sell	40,545 -12,965	-24%	-$497K	0.13%	54
2019 Q1	$2.03M	Buy	53,510 +2,210	+4%	+$81.6K	0.17%	53
2018 Q4	$1.7M	Buy	51,300 +2,885	+6%	+$105K	0.16%	55
2018 Q3	$1.95M	Sell	48,415 -1,340	-3%	-$53.9K	0.17%	56
2018 Q2	$1.94M	Buy	49,755 +9,190	+23%	+$355K	0.18%	55
2018 Q1	$1.52M	Buy	40,565 +3,095	+8%	+$118K	0.14%	63
2017 Q4	$1.42M	Buy	37,470 +30	+0.1%	+$1.11K	0.13%	65
2017 Q3	$1.34M	Buy	37,440 +245	+0.7%	+$8.53K	0.13%	65
2017 Q2	$1.29M	Buy	37,195 +4,375	+13%	+$151K	0.13%	63
2017 Q1	$1.12M	Buy	32,820 +4,630	+16%	+$158K	0.12%	62
2016 Q4	$932K	Buy	28,190 +2,795	+11%	+$88.6K	0.1%	66
2016 Q3	$785K	Buy	25,395 +3,195	+14%	+$98.8K	0.09%	68
2016 Q2	$663K	Buy	22,200 +3,645	+20%	+$107K	0.07%	71
2016 Q1	$535K	Buy	18,555 +815	+5%	+$21.8K	0.06%	75
2015 Q4	$494K	Sell	17,740 -835	-4%	-$23.9K	0.06%	76
2015 Q3	$507K	Buy	18,575 +1,395	+8%	+$40.6K	0.07%	75
2015 Q2	$515K	Buy	17,180 +9,150	+114%	+$279K	0.06%	78
2015 Q1	$244K	Buy	+8,030	New	+$238K	0.03%	125

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Farr Miller & Washington's IJH Position: Q3 2021 in Review

Farr Miller & Washington increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.88% in Q3 2021, buying an estimated $26.4K and bringing the position to 56,315 shares worth $2.96M. The position accounts for 0.19% of the portfolio, ranked #57.

Farr Miller & Washington first reported a position in IJH in Q1 2015 and has held it in 27 quarters since. The position peaked at $3M in Q2 2021. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Farr Miller & Washington held 56,315 shares of iShares Core S&P Mid-Cap ETF worth $2.96M as of Q3 2021.
Farr Miller & Washington bought 490 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $26.4K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Farr Miller & Washington's portfolio in Q3 2021, its #57 holding.
Farr Miller & Washington first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 27 quarters since.
Farr Miller & Washington's iShares Core S&P Mid-Cap ETF position peaked at $3M in Q2 2021.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.