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

Garrison Point 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 Q3	$546K	Hold	12,455	–	–	8%	6
2022 Q2	$564K	Buy	12,455 +40	+0.3%	+$1.98K	7.86%	6
2022 Q1	$666K	Buy	12,415 +40	+0.3%	+$2.13K	7.82%	6
2021 Q4	$701K	Buy	12,375 +90	+0.7%	+$5.01K	0.27%	11
2021 Q3	$646K	Hold	12,285	–	–	0.2%	12
2021 Q2	$660K	Buy	12,285 +65	+0.5%	+$3.51K	0.22%	12
2021 Q1	$636K	Hold	12,220	–	–	0.27%	12
2020 Q4	$562K	Buy	12,220 +35	+0.3%	+$1.48K	0.28%	14
2020 Q3	$452K	Buy	12,185 +55	+0.5%	+$2.06K	0.25%	12
2020 Q2	$431K	Buy	+12,130	New	+$403K	0.29%	10

Other funds holding IJH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Garrison Point Capital's IJH Position: Q3 2022 in Review

Garrison Point Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2022 at 12,455 shares worth $546K. The position accounts for 8% of the portfolio, ranked #6.

Garrison Point Capital first reported a position in IJH in Q2 2020 and has held it in 10 quarters since. The position peaked at $701K in Q4 2021. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Garrison Point Capital held 12,455 shares of iShares Core S&P Mid-Cap ETF worth $546K as of Q3 2022.
Garrison Point Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2022.
iShares Core S&P Mid-Cap ETF made up 8% of Garrison Point Capital's portfolio in Q3 2022, its #6 holding.
Garrison Point Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 10 quarters since.
Garrison Point Capital's iShares Core S&P Mid-Cap ETF position peaked at $701K in Q4 2021.
1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Garrison Point Capital's 13F filing for Q3 2022, filed 24 Oct 2022.