Landsberg Bennett & Dubbaneh’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$358K	Buy	6,695 +720	+12%	+$38.7K	0.05%	210
2021 Q2	$321K	Buy	5,975 +565	+10%	+$30.5K	0.04%	222
2021 Q1	$286K	Buy	5,410 +510	+10%	+$25.5K	0.04%	221
2020 Q4	$225K	Buy	+4,900	New	+$206K	0.03%	206
2020 Q3	–	Sell	-29,385	Closed	-$1.03M	–	212
2020 Q2	$1.03M	Sell	29,385 -2,360	-7%	-$78.4K	0.21%	95
2020 Q1	$869K	Buy	+31,745	New	+$1.18M	0.24%	81
2019 Q1	–	Sell	-41,890	Closed	-$1.39M	–	220
2018 Q4	$1.39M	Buy	+41,890	New	+$1.53M	0.53%	69

Other funds holding IJH

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's IJH Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q3 2021, buying an estimated $38.7K and bringing the position to 6,695 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #210.

Landsberg Bennett & Dubbaneh first reported a position in IJH in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2018. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Landsberg Bennett & Dubbaneh held 6,695 shares of iShares Core S&P Mid-Cap ETF worth $358K as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 720 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $38.7K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #210 holding.
Landsberg Bennett & Dubbaneh first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 7 quarters since.
Landsberg Bennett & Dubbaneh's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q4 2018.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.