Laurie J. Hall Trustee’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Laurie J. Hall Trustee’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	–	Sell	-250	Closed	-$13K	–	329
2021 Q2	$13K	Sell	250 -250	-50%	-$13.5K	﹤0.01%	274
2021 Q1	$26K	Sell	500 -1,175	-70%	-$58.7K	0.01%	251
2020 Q4	$77K	Hold	1,675	–	–	0.03%	168
2020 Q3	$62K	Buy	+1,675	New	+$62.6K	0.03%	168
2019 Q4	$69K	Buy	+1,675	New	+$66.4K	0.03%	164
2019 Q2	–	Sell	-900	Closed	-$34K	–	336
2019 Q1	$34K	Hold	900	–	–	0.02%	201
2018 Q4	$34K	Sell	900 -3,005	-77%	-$110K	0.02%	193
2018 Q3	$157K	Hold	3,905	–	–	0.08%	128
2018 Q2	$152K	Hold	3,905	–	–	0.09%	122
2018 Q1	$146K	Hold	3,905	–	–	0.09%	116
2017 Q4	$148K	Buy	3,905 +2,005	+106%	+$74.1K	0.08%	124
2017 Q3	$68K	Hold	1,900	–	–	0.04%	140
2017 Q2	$66.1K	Hold	1,900	–	–	0.04%	145
2017 Q1	$64.1K	Hold	1,900	–	–	0.04%	145
2016 Q4	$64K	Buy	+1,900	New	+$60.2K	0.04%	144
2016 Q2	$58K	Hold	1,900	–	–	0.04%	145
2016 Q1	$56K	Hold	1,900	–	–	0.04%	147
2015 Q4	$49K	Buy	+1,900	New	+$54.3K	0.04%	146

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Laurie J. Hall Trustee's IJH Position: Q3 2021 in Review

Laurie J. Hall Trustee sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 250 shares — an estimated $13K sold.

Laurie J. Hall Trustee first reported a position in IJH in Q4 2015 and held it in 18 quarters. The position peaked at $157K in Q3 2018. 1,641 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Laurie J. Hall Trustee reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Laurie J. Hall Trustee sold 250 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $13K.
Laurie J. Hall Trustee first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 18 quarters.
Laurie J. Hall Trustee's iShares Core S&P Mid-Cap ETF position peaked at $157K in Q3 2018.
1,641 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2021, filed 4 Oct 2021.