McDonald Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McDonald Partners’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	–	Sell	-71,570	Closed	-$3.24M	–	249
2022 Q2	$3.24M	Sell	71,570 -200	-0.3%	-$9.87K	0.83%	29
2022 Q1	$3.85M	Buy	+71,770	New	+$3.82M	0.84%	29
2021 Q4	–	Sell	-67,045	Closed	-$3.53M	–	628
2021 Q3	$3.53M	Buy	67,045 +1,345	+2%	+$72.4K	0.83%	31
2021 Q2	$3.53M	Buy	65,700 +2,820	+4%	+$152K	0.83%	33
2021 Q1	$3.27M	Buy	62,880 +910	+1%	+$45.4K	0.84%	31
2020 Q4	$2.85M	Buy	+61,970	New	+$2.61M	0.8%	32

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

McDonald Partners's IJH Position: Q3 2022 in Review

McDonald Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 71,570 shares — an estimated $3.24M sold.

McDonald Partners first reported a position in IJH in Q4 2020 and held it in 6 quarters. The position peaked at $3.85M in Q1 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

McDonald Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 71,570 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $3.24M.
McDonald Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
McDonald Partners's iShares Core S&P Mid-Cap ETF position peaked at $3.85M in Q1 2022.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.