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Industrial Alliance Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Industrial Alliance Investment 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
2023
Q1 		– Sell
-1,490
Closed -$72K – 553
2022
Q4 		$72K Sell
1,490
-1,390
-48% -$67.2K ﹤0.01% 386
2022
Q3 		$126K Hold
2,880
– – ﹤0.01% 364
2022
Q2 		$130K Hold
2,880
– – ﹤0.01% 358
2022
Q1 		$155K Buy
+2,880
New +$153K ﹤0.01% 385

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Industrial Alliance Investment Management's IJH Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 1,490 shares — an estimated $72K sold.

Industrial Alliance Investment Management first reported a position in IJH in Q1 2022 and held it in 4 quarters. The position peaked at $155K in Q1 2022. 1,914 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,490 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $72K.
  • Industrial Alliance Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 4 quarters.
  • Industrial Alliance Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $155K in Q1 2022.
  • 1,914 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.