MACRO Consulting Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MACRO Consulting Group’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	$10.7M	Buy	199,550 +4,690	+2%	+$253K	5.52%	3
2021 Q1	$10.1M	Sell	194,860 -48,680	-20%	-$2.43M	5.48%	3
2020 Q4	$11.2M	Sell	243,540 -4,650	-2%	-$196K	6.49%	3
2020 Q3	$9.4M	Sell	248,190 -2,445	-1%	-$91.4K	6.19%	3
2020 Q2	$8.91M	Sell	250,635 -4,270	-2%	-$142K	6.18%	3
2020 Q1	$8.24M	Buy	254,905 +43,995	+21%	+$1.64M	6.32%	3
2019 Q4	$8.68M	Sell	210,910 -2,855	-1%	-$113K	6.84%	2
2019 Q3	$8.27M	Sell	213,765 -12,960	-6%	-$498K	7.04%	2
2019 Q2	$8.81M	Sell	226,725 -4,440	-2%	-$170K	7.56%	2
2019 Q1	$8.75M	Sell	231,165 -16,995	-7%	-$628K	8.38%	2
2018 Q4	$8.24M	Buy	+248,160	New	+$9.05M	8.04%	2

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

MACRO Consulting Group's IJH Position: Q2 2021 in Review

MACRO Consulting Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2021, buying an estimated $253K and bringing the position to 199,550 shares worth $10.7M. The position accounts for 5.52% of the portfolio, ranked #3.

MACRO Consulting Group first reported a position in IJH in Q4 2018 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2020. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

MACRO Consulting Group held 199,550 shares of iShares Core S&P Mid-Cap ETF worth $10.7M as of Q2 2021.
MACRO Consulting Group bought 4,690 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $253K.
iShares Core S&P Mid-Cap ETF made up 5.52% of MACRO Consulting Group's portfolio in Q2 2021, its #3 holding.
MACRO Consulting Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
MACRO Consulting Group's iShares Core S&P Mid-Cap ETF position peaked at $11.2M in Q4 2020.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.