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

Grace 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
2021 Q4	$1.14M	Hold	20,150	–	–	0.68%	41
2021 Q3	$1.13M	Hold	20,150	–	–	0.69%	37
2021 Q2	$1.08M	Hold	20,150	–	–	0.73%	40
2021 Q1	$1.05M	Hold	20,150	–	–	0.67%	42
2020 Q4	$926K	Hold	20,150	–	–	0.58%	47
2020 Q3	$746K	Sell	20,150 -2,750	-12%	-$103K	0.58%	43
2020 Q2	$815K	Buy	22,900 +2,750	+14%	+$91.3K	0.7%	43
2020 Q1	$580K	Hold	20,150	–	–	0.57%	58
2019 Q4	$829K	Buy	20,150 +11,150	+124%	+$442K	0.68%	34
2019 Q3	$322K	Sell	9,000 -22,360	-71%	-$859K	0.33%	84
2019 Q2	$1.22M	Buy	31,360 +5,210	+20%	+$200K	0.58%	54
2019 Q1	$991K	Hold	26,150	–	–	0.39%	78
2018 Q4	$869K	Buy	26,150 +6,000	+30%	+$219K	0.4%	77
2018 Q3	$811K	Hold	20,150	–	–	0.32%	77
2018 Q2	$785K	Buy	+20,150	New	+$778K	0.3%	84

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

Grace Capital's IJH Position: Q4 2021 in Review

Grace Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2021 at 20,150 shares worth $1.14M. The position accounts for 0.68% of the portfolio, ranked #41.

Grace Capital first reported a position in IJH in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2019. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Grace Capital held 20,150 shares of iShares Core S&P Mid-Cap ETF worth $1.14M as of Q4 2021.
Grace Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2021.
iShares Core S&P Mid-Cap ETF made up 0.68% of Grace Capital's portfolio in Q4 2021, its #41 holding.
Grace Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 15 quarters since.
Grace Capital's iShares Core S&P Mid-Cap ETF position peaked at $1.22M in Q2 2019.
1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.