Intersect Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Intersect Capital’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 Q2	$1.19M	Sell	26,285 -975	-4%	-$48.1K	0.36%	67
2022 Q1	$1.46M	Buy	27,260 +5	+0%	+$266	0.28%	69
2021 Q4	$1.54M	Sell	27,255 -70	-0.3%	-$3.9K	0.28%	71
2021 Q3	$1.44M	Sell	27,325 -785	-3%	-$42.2K	0.25%	76
2021 Q2	$1.51M	Buy	28,110 +1,720	+7%	+$92.9K	0.27%	74
2021 Q1	$1.37M	Buy	26,390 +4,040	+18%	+$202K	0.28%	70
2020 Q4	$1.03M	Sell	22,350 -1,155	-5%	-$48.7K	0.23%	80
2020 Q3	$871K	Buy	23,505 +95	+0.4%	+$3.55K	0.23%	78
2020 Q2	$832K	Buy	23,410 +120	+0.5%	+$3.98K	0.27%	65
2020 Q1	$670K	Sell	23,290 -210	-0.9%	-$7.81K	0.27%	64
2019 Q4	$967K	Buy	23,500 +805	+4%	+$31.9K	0.32%	63
2019 Q3	$877K	Buy	22,695 +65	+0.3%	+$2.5K	0.33%	61
2019 Q2	$879K	Buy	22,630 +160	+0.7%	+$6.13K	0.34%	60
2019 Q1	$851K	Buy	22,470 +155	+0.7%	+$5.72K	0.36%	59
2018 Q4	$741K	Buy	22,315 +6,520	+41%	+$238K	0.36%	63
2018 Q3	$636K	Buy	15,795 +1,550	+11%	+$62.3K	0.28%	69
2018 Q2	$555K	Sell	14,245 -195	-1%	-$7.53K	0.27%	70
2018 Q1	$542K	Sell	14,440 -8,465	-37%	-$324K	0.29%	67
2017 Q4	$869K	Buy	22,905 +180	+0.8%	+$6.66K	0.47%	46
2017 Q3	$813K	Buy	22,725 +30	+0.1%	+$1.04K	0.46%	48
2017 Q2	$790K	Buy	22,695 +5,170	+30%	+$178K	0.47%	48
2017 Q1	$600K	Sell	17,525 -1,585	-8%	-$53.9K	0.52%	45
2016 Q4	$632K	Buy	19,110 +40	+0.2%	+$1.27K	0.47%	49
2016 Q3	$590K	Buy	19,070 +2,150	+13%	+$66.5K	0.47%	49
2016 Q2	$506K	Sell	16,920 -180	-1%	-$5.28K	0.3%	63
2016 Q1	$493K	Sell	17,100 -1,955	-10%	-$52.2K	0.31%	63
2015 Q4	$531K	Sell	19,055 -485	-2%	-$13.9K	0.46%	54
2015 Q3	$534K	Sell	19,540 -7,730	-28%	-$225K	0.49%	49
2015 Q2	$818K	Buy	27,270 +10,715	+65%	+$327K	0.69%	36
2015 Q1	$496K	Buy	16,555 +9,320	+129%	+$276K	0.38%	55
2014 Q4	$210K	Buy	+7,235	New	+$203K	0.18%	89

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Intersect Capital's IJH Position: Q2 2022 in Review

Intersect Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2022, selling an estimated $48.1K and leaving 26,285 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #67.

Intersect Capital first reported a position in IJH in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.54M in Q4 2021. 1,796 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

Intersect Capital held 26,285 shares of iShares Core S&P Mid-Cap ETF worth $1.19M as of Q2 2022.
Intersect Capital sold 975 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $48.1K.
iShares Core S&P Mid-Cap ETF made up 0.36% of Intersect Capital's portfolio in Q2 2022, its #67 holding.
Intersect Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 31 quarters since.
Intersect Capital's iShares Core S&P Mid-Cap ETF position peaked at $1.54M in Q4 2021.
1,796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.