Harborview Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Harborview Advisors’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 Q3	$329K	Sell	6,260 -70	-1%	-$3.77K	0.18%	84
2021 Q2	$340K	Hold	6,330	–	–	0.19%	81
2021 Q1	$330K	Sell	6,330 -1,100	-15%	-$54.9K	0.2%	74
2020 Q4	$342K	Sell	7,430 -25	-0.3%	-$1.05K	0.23%	72
2020 Q3	$276K	Buy	7,455 +175	+2%	+$6.54K	0.21%	77
2020 Q2	$259K	Hold	7,280	–	–	0.21%	75
2020 Q1	$209K	Buy	7,280 +1,780	+32%	+$66.2K	0.21%	78
2019 Q4	$226K	Buy	5,500 +35	+0.6%	+$1.39K	0.17%	79
2019 Q3	$211K	Hold	5,465	–	–	0.17%	79
2019 Q2	$212K	Sell	5,465 -95	-2%	-$3.64K	0.17%	78
2019 Q1	$211K	Sell	5,560 -460	-8%	-$17K	0.18%	71
2018 Q4	$200K	Hold	6,020	–	–	0.23%	54
2018 Q3	$242K	Sell	6,020 -280	-4%	-$11.3K	0.25%	52
2018 Q2	$245K	Sell	6,300 -510	-7%	-$19.7K	0.23%	61
2018 Q1	$255K	Buy	6,810 +405	+6%	+$15.5K	0.24%	57
2017 Q4	$243K	Buy	+6,405	New	+$237K	0.23%	55

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harborview Advisors's IJH Position: Q3 2021 in Review

Harborview Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q3 2021, selling an estimated $3.77K and leaving 6,260 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #84.

Harborview Advisors first reported a position in IJH in Q4 2017 and has held it in 16 quarters since. The position peaked at $342K in Q4 2020. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Harborview Advisors held 6,260 shares of iShares Core S&P Mid-Cap ETF worth $329K as of Q3 2021.
Harborview Advisors sold 70 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $3.77K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Harborview Advisors's portfolio in Q3 2021, its #84 holding.
Harborview Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares Core S&P Mid-Cap ETF position peaked at $342K in Q4 2020.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.