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Harvest Investment Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Harvest Investment Services’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
Q1 		– Sell
-6,455
Closed -$296K – 264
2020
Q4 		$296K Buy
6,455
+5
+0.1% +$211 0.15% 150
2020
Q3 		$239K Hold
6,450
– – 0.14% 180
2020
Q2 		$229K Buy
+6,450
New +$214K 0.14% 173
2019
Q1 		– Sell
-6,670
Closed -$242K – 157
2018
Q4 		$242K Buy
+6,670
New +$243K 0.22% 98

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harvest Investment Services's IJH Position: Q1 2021 in Review

Harvest Investment Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 6,455 shares — an estimated $296K sold.

Harvest Investment Services first reported a position in IJH in Q4 2018 and held it in 4 quarters. The position peaked at $296K in Q4 2020. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

  • Harvest Investment Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Harvest Investment Services sold 6,455 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $296K.
  • Harvest Investment Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 4 quarters.
  • Harvest Investment Services's iShares Core S&P Mid-Cap ETF position peaked at $296K in Q4 2020.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Harvest Investment Services's 13F filing for Q1 2021, filed 6 May 2021.