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Kelly Lawrence W & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kelly Lawrence W & Associates’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 		– Sell
-3,000
Closed -$158K – 169
2021
Q3 		$158K Hold
3,000
– – 0.03% 82
2021
Q2 		$161K Buy
+3,000
New +$162K 0.03% 82

Other funds holding IJH

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelly Lawrence W & Associates's IJH Position: Q4 2021 in Review

Kelly Lawrence W & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 3,000 shares — an estimated $158K sold.

Kelly Lawrence W & Associates first reported a position in IJH in Q2 2021 and held it in 2 quarters. The position peaked at $161K in Q2 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Kelly Lawrence W & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 3,000 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $158K.
  • Kelly Lawrence W & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's iShares Core S&P Mid-Cap ETF position peaked at $161K in Q2 2021.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.