Fulcrum Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fulcrum Capital’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 Q2	–	Sell	-12,080	Closed	-$648K	–	79
2022 Q1	$648K	Hold	12,080	–	–	0.17%	47
2021 Q4	$684K	Hold	12,080	–	–	0.15%	57
2021 Q3	$636K	Buy	12,080 +805	+7%	+$43.3K	0.15%	55
2021 Q2	$606K	Hold	11,275	–	–	0.15%	51
2021 Q1	$587K	Sell	11,275 -120	-1%	-$5.99K	0.17%	48
2020 Q4	$524K	Sell	11,395 -1,730	-13%	-$72.9K	0.16%	47
2020 Q3	$486K	Buy	13,125 +140	+1%	+$5.23K	0.18%	45
2020 Q2	$462K	Sell	12,985 -215,275	-94%	-$7.15M	0.18%	43
2020 Q1	$6.57M	Sell	228,260 -191,255	-46%	-$7.11M	2.98%	9
2019 Q4	$17.3M	Buy	419,515 +27,770	+7%	+$1.1M	5.35%	2
2019 Q3	$15.1M	Buy	391,745 +2,150	+0.6%	+$82.6K	5.17%	2
2019 Q2	$15.1M	Buy	389,595 +4,610	+1%	+$177K	5.54%	2
2019 Q1	$14.6M	Buy	384,985 +46,855	+14%	+$1.73M	5.51%	2
2018 Q4	$11.2M	Buy	338,130 +60,825	+22%	+$2.22M	5.06%	2
2018 Q3	$11.2M	Buy	277,305 +56,595	+26%	+$2.27M	4.35%	3
2018 Q2	$8.6M	Buy	220,710 +25,900	+13%	+$1M	4.1%	4
2018 Q1	$7.31M	Buy	194,810 +37,970	+24%	+$1.45M	2.38%	9
2017 Q4	$5.95M	Buy	+156,840	New	+$5.8M	1.93%	17

Other funds holding IJH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fulcrum Capital's IJH Position: Q2 2022 in Review

Fulcrum Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 12,080 shares — an estimated $648K sold.

Fulcrum Capital first reported a position in IJH in Q4 2017 and held it in 18 quarters. The position peaked at $17.3M in Q4 2019. 1,797 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Fulcrum Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Fulcrum Capital sold 12,080 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $648K.
Fulcrum Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 18 quarters.
Fulcrum Capital's iShares Core S&P Mid-Cap ETF position peaked at $17.3M in Q4 2019.
1,797 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Fulcrum Capital's 13F filing for Q2 2022, filed 3 Aug 2022.