Harrison & Co Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Harrison & Co Wealth Management’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 Q4	$6.61M	Sell	136,605 -12,055	-8%	-$582K	6.39%	2
2022 Q3	$6.52M	Buy	148,660 +7,735	+5%	+$374K	6.92%	2
2022 Q2	$6.38M	Buy	140,925 +4,455	+3%	+$220K	6.06%	2
2022 Q1	$7.32M	Buy	136,470 +3,390	+3%	+$180K	6.42%	2
2021 Q4	$7.53M	Buy	+133,080	New	+$7.41M	6.34%	2

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Harrison & Co Wealth Management's IJH Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.1% in Q4 2022, selling an estimated $582K and leaving 136,605 shares worth $6.61M. The position accounts for 6.39% of the portfolio, ranked #2.

Harrison & Co Wealth Management first reported a position in IJH in Q4 2021 and has held it in 5 quarters since. The position peaked at $7.53M in Q4 2021. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Harrison & Co Wealth Management held 136,605 shares of iShares Core S&P Mid-Cap ETF worth $6.61M as of Q4 2022.
Harrison & Co Wealth Management sold 12,055 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $582K.
iShares Core S&P Mid-Cap ETF made up 6.39% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #2 holding.
Harrison & Co Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.53M in Q4 2021.
1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.