Hayden Royal’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hayden Royal’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	$325K	Buy	5,745 +120	+2%	+$6.68K	0.76%	41
2021 Q3	$296K	Sell	5,625 -2,905	-34%	-$156K	0.48%	55
2021 Q2	$458K	Buy	+8,530	New	+$461K	0.25%	89
2021 Q1	–	Sell	-7,280	Closed	-$335K	–	217
2020 Q4	$335K	Sell	7,280 -25,160	-78%	-$1.06M	0.18%	134
2020 Q3	$1.2M	Sell	32,440 -25,155	-44%	-$940K	0.64%	38
2020 Q2	$2.05M	Buy	57,595 +30,075	+109%	+$999K	1.15%	17
2020 Q1	$792K	Buy	27,520 +2,190	+9%	+$81.4K	0.47%	55
2019 Q4	$1.06M	Sell	25,330 -12,615	-33%	-$500K	0.54%	44
2019 Q3	$1.47M	Buy	37,945 +10,775	+40%	+$414K	1.29%	15
2019 Q2	$1.05M	Buy	27,170 +3,270	+14%	+$125K	1.12%	22
2019 Q1	$905K	Buy	23,900 +7,425	+45%	+$274K	1.18%	26
2018 Q4	$547K	Buy	+16,475	New	+$601K	0.28%	80

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

Hayden Royal's IJH Position: Q4 2021 in Review

Hayden Royal increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q4 2021, buying an estimated $6.68K and bringing the position to 5,745 shares worth $325K. The position accounts for 0.76% of the portfolio, ranked #41.

Hayden Royal first reported a position in IJH in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2020. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Hayden Royal held 5,745 shares of iShares Core S&P Mid-Cap ETF worth $325K as of Q4 2021.
Hayden Royal bought 120 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $6.68K.
iShares Core S&P Mid-Cap ETF made up 0.76% of Hayden Royal's portfolio in Q4 2021, its #41 holding.
Hayden Royal first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
Hayden Royal's iShares Core S&P Mid-Cap ETF position peaked at $2.05M in Q2 2020.
1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.