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

Maryland 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 Q3	$1.06M	Buy	24,205 +600	+3%	+$29K	0.09%	97
2022 Q2	$1.07M	Sell	23,605 -420	-2%	-$20.7K	0.08%	100
2022 Q1	$1.29M	Sell	24,025 -675	-3%	-$35.9K	0.08%	104
2021 Q4	$1.4M	Buy	24,700 +155	+0.6%	+$8.63K	0.08%	98
2021 Q3	$1.29M	Buy	24,545 +630	+3%	+$33.9K	0.08%	104
2021 Q2	$1.28M	Buy	23,915 +2,200	+10%	+$119K	0.08%	101
2021 Q1	$1.13M	Buy	21,715 +5,450	+34%	+$272K	0.08%	105
2020 Q4	$748K	Sell	16,265 -1,700	-9%	-$71.6K	0.05%	124
2020 Q3	$666K	Sell	17,965 -2,930	-14%	-$110K	0.05%	118
2020 Q2	$743K	Buy	20,895 +3,330	+19%	+$111K	0.07%	106
2020 Q1	$505K	Buy	17,565 +3,900	+29%	+$145K	0.06%	126
2019 Q4	$563K	Buy	13,665 +250	+2%	+$9.91K	0.06%	118
2019 Q3	$518K	Buy	+13,415	New	+$516K	0.06%	127

Other funds holding IJH

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maryland Capital Management's IJH Position: Q3 2022 in Review

Maryland Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q3 2022, buying an estimated $29K and bringing the position to 24,205 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #97.

Maryland Capital Management first reported a position in IJH in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2021. 1,769 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Maryland Capital Management held 24,205 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q3 2022.
Maryland Capital Management bought 600 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $29K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Maryland Capital Management's portfolio in Q3 2022, its #97 holding.
Maryland Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 13 quarters since.
Maryland Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.4M in Q4 2021.
1,769 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.