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

Karp Capital 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
2022 Q4	–	Sell	-45,285	Closed	-$1.99M	–	51
2022 Q3	$1.99M	Sell	45,285 -8,730	-16%	-$422K	0.41%	58
2022 Q2	$2.44M	Sell	54,015 -23,020	-30%	-$1.14M	0.43%	75
2022 Q1	$4.13M	Buy	77,035 +27,825	+57%	+$1.48M	0.6%	60
2021 Q4	$2.79M	Buy	49,210 +11,535	+31%	+$642K	0.35%	78
2021 Q3	$1.98M	Buy	37,675 +6,030	+19%	+$324K	0.28%	86
2021 Q2	$1.7M	Buy	31,645 +17,885	+130%	+$966K	0.25%	87
2021 Q1	$716K	Buy	13,760 +5,565	+68%	+$278K	0.13%	92
2020 Q4	$377K	Buy	+8,195	New	+$345K	0.08%	100

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Karp Capital Management's IJH Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 45,285 shares — an estimated $1.99M sold.

Karp Capital Management first reported a position in IJH in Q4 2020 and held it in 8 quarters. The position peaked at $4.13M in Q1 2022. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Karp Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 45,285 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $1.99M.
Karp Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Karp Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $4.13M in Q1 2022.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.