Migdal Insurance & Financial Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-585,500	Closed	-$26.9M	–	693
2020 Q4	$26.9M	Sell	585,500 -394,500	-40%	-$16.6M	0.32%	73
2020 Q3	$36.3M	Buy	+980,000	New	+$36.6M	0.5%	54
2020 Q2	–	Sell	-3,483,150	Closed	-$100M	–	719
2020 Q1	$100M	Sell	3,483,150 -4,120,825	-54%	-$153M	2.33%	13
2019 Q4	$313M	Hold	7,603,975	–	–	6.03%	3
2019 Q3	$294M	Hold	7,603,975	–	–	6.09%	3
2019 Q2	$295M	Buy	7,603,975 +5,000	+0.1%	+$192K	7.55%	1
2019 Q1	$288M	Buy	7,598,975 +2,905,540	+62%	+$107M	6.89%	2
2018 Q4	$156M	Buy	4,693,435 +444,760	+10%	+$16.2M	3.52%	5
2018 Q3	$172M	Buy	+4,248,675	New	+$171M	3.56%	3

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IJH Position: Q1 2021 in Review

Migdal Insurance & Financial Holdings sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 585,500 shares — an estimated $26.9M sold.

Migdal Insurance & Financial Holdings first reported a position in IJH in Q3 2018 and held it in 9 quarters. The position peaked at $313M in Q4 2019. 1,617 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Migdal Insurance & Financial Holdings reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 585,500 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $26.9M.
Migdal Insurance & Financial Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's iShares Core S&P Mid-Cap ETF position peaked at $313M in Q4 2019.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2021, filed 4 May 2021.