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

Gibson 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 Q1	–	Sell	-4,380	Closed	-$247K	–	37
2021 Q4	$247K	Sell	4,380 -145	-3%	-$8.07K	0.06%	36
2021 Q3	$236K	Buy	4,525 +415	+10%	+$22.3K	0.06%	36
2021 Q2	$220K	Hold	4,110	–	–	0.06%	39
2021 Q1	$213K	Buy	+4,110	New	+$205K	0.06%	39
2020 Q3	–	Sell	-7,110	Closed	-$252K	–	35
2020 Q2	$252K	Hold	7,110	–	–	0.09%	29
2020 Q1	$204K	Hold	7,110	–	–	0.09%	29
2019 Q4	$292K	Hold	7,110	–	–	0.1%	34
2019 Q3	$274K	Hold	7,110	–	–	0.1%	31
2019 Q2	$276K	Hold	7,110	–	–	0.1%	28
2019 Q1	$269K	Hold	7,110	–	–	0.09%	34
2018 Q4	$236K	Hold	7,110	–	–	0.09%	33
2018 Q3	$286K	Sell	7,110 -425	-6%	-$17.1K	0.1%	31
2018 Q2	$293K	Hold	7,535	–	–	0.1%	32
2018 Q1	$282K	Hold	7,535	–	–	0.1%	30
2017 Q4	$285K	Hold	7,535	–	–	0.1%	32
2017 Q3	$269K	Hold	7,535	–	–	0.1%	31
2017 Q2	$262K	Hold	7,535	–	–	0.09%	29
2017 Q1	$258K	Sell	7,535 -290	-4%	-$9.87K	0.09%	31
2016 Q4	$258K	Hold	7,825	–	–	0.09%	31
2016 Q3	$242K	Buy	+7,825	New	+$242K	0.09%	30

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gibson Capital's IJH Position: Q1 2022 in Review

Gibson Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 4,380 shares — an estimated $247K sold.

Gibson Capital first reported a position in IJH in Q3 2016 and held it in 20 quarters. The position peaked at $293K in Q2 2018. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Gibson Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Gibson Capital sold 4,380 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $247K.
Gibson Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 20 quarters.
Gibson Capital's iShares Core S&P Mid-Cap ETF position peaked at $293K in Q2 2018.
1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Gibson Capital's 13F filing for Q1 2022, filed 29 Apr 2022.