Fayez Sarofim & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fayez Sarofim & Co’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
2023 Q3	–	Sell	-6,250	Closed	-$327K	–	289
2023 Q2	$327K	Buy	+6,250	New	+$311K	﹤0.01%	233

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fayez Sarofim & Co's IJH Position: Q3 2023 in Review

Fayez Sarofim & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 6,250 shares — an estimated $327K sold.

Fayez Sarofim & Co first reported a position in IJH in Q2 2023 and held it in 1 quarter. The position peaked at $327K in Q2 2023. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Fayez Sarofim & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Fayez Sarofim & Co sold 6,250 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $327K.
Fayez Sarofim & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
Fayez Sarofim & Co's iShares Core S&P Mid-Cap ETF position peaked at $327K in Q2 2023.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Fayez Sarofim & Co's 13F filing for Q3 2023, filed 15 Nov 2023.