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

Mid Atlantic Financial 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
2021 Q3	$6.7M	Sell	127,250 -2,555	-2%	-$137K	0.45%	38
2021 Q2	$6.98M	Buy	129,805 +1,740	+1%	+$93.9K	0.47%	37
2021 Q1	$6.67M	Buy	128,065 +790	+0.6%	+$39.5K	0.49%	42
2020 Q4	$5.85M	Buy	127,275 +2,555	+2%	+$108K	0.45%	45
2020 Q3	$5.19M	Sell	124,720 -8,945	-7%	-$334K	0.45%	40
2020 Q2	$4.75M	Sell	133,665 -23,930	-15%	-$795K	0.46%	41
2020 Q1	$4.53M	Buy	157,595 +7,910	+5%	+$294K	0.52%	41
2019 Q4	$6.16M	Buy	149,685 +20,265	+16%	+$803K	0.58%	31
2019 Q3	$5M	Buy	129,420 +1,230	+1%	+$47.3K	0.53%	33
2019 Q2	$4.98M	Buy	128,190 +9,140	+8%	+$350K	0.52%	35
2019 Q1	$4.51M	Sell	119,050 -32,255	-21%	-$1.19M	0.49%	38
2018 Q4	$5.03M	Buy	+151,305	New	+$5.52M	0.62%	30

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 $544B AUM 28.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mid Atlantic Financial Management's IJH Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q3 2021, selling an estimated $137K and leaving 127,250 shares worth $6.7M. The position accounts for 0.45% of the portfolio, ranked #38.

Mid Atlantic Financial Management first reported a position in IJH in Q4 2018 and has held it in 12 quarters since. The position peaked at $6.98M in Q2 2021. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Mid Atlantic Financial Management held 127,250 shares of iShares Core S&P Mid-Cap ETF worth $6.7M as of Q3 2021.
Mid Atlantic Financial Management sold 2,555 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $137K.
iShares Core S&P Mid-Cap ETF made up 0.45% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #38 holding.
Mid Atlantic Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $6.98M in Q2 2021.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.