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

IPG Investment Advisors’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 Q2	–	Sell	-7,285	Closed	-$379K	–	179
2021 Q1	$379K	Hold	7,285	–	–	0.07%	132
2020 Q4	$335K	Hold	7,285	–	–	0.08%	113
2020 Q3	$270K	Sell	7,285 -200	-3%	-$7.48K	0.08%	120
2020 Q2	$266K	Sell	7,485 -470	-6%	-$15.6K	0.09%	102
2020 Q1	$229K	Buy	7,955 +470	+6%	+$17.5K	0.1%	102
2019 Q4	$308K	Buy	7,485 +1,675	+29%	+$66.4K	0.1%	100
2019 Q3	$225K	Sell	5,810 -1,850	-24%	-$71.1K	0.08%	110
2019 Q2	$298K	Sell	7,660 -200	-3%	-$7.67K	0.11%	104
2019 Q1	$298K	Hold	7,860	–	–	0.1%	112
2018 Q4	$261K	Buy	+7,860	New	+$287K	0.1%	112

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IPG Investment Advisors's IJH Position: Q2 2021 in Review

IPG Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 7,285 shares — an estimated $379K sold.

IPG Investment Advisors first reported a position in IJH in Q4 2018 and held it in 10 quarters. The position peaked at $379K in Q1 2021. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

IPG Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
IPG Investment Advisors sold 7,285 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $379K.
IPG Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 10 quarters.
IPG Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $379K in Q1 2021.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on IPG Investment Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.