Nachman Norwood & Parrott’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Nachman Norwood & Parrott’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	$5.94M	Sell	110,595 -1,325	-1%	-$71.5K	0.6%	32
2021 Q1	$5.83M	Sell	111,920 -960	-0.9%	-$47.9K	0.64%	34
2020 Q4	$5.19M	Buy	112,880 +175	+0.2%	+$7.37K	0.61%	32
2020 Q3	$4.18M	Sell	112,705 -2,300	-2%	-$86K	0.56%	34
2020 Q2	$4.09M	Buy	115,005 +325	+0.3%	+$10.8K	0.68%	26
2020 Q1	$3.3M	Buy	114,680 +54,370	+90%	+$2.02M	0.67%	28
2019 Q4	$2.48M	Sell	60,310 -1,865	-3%	-$73.9K	0.41%	55
2019 Q3	$2.4M	Sell	62,175 -210	-0.3%	-$8.07K	0.43%	54
2019 Q2	$2.42M	Sell	62,385 -235	-0.4%	-$9.01K	0.44%	51
2019 Q1	$2.37M	Sell	62,620 -4,405	-7%	-$163K	0.44%	54
2018 Q4	$2.23M	Buy	+67,025	New	+$2.45M	0.46%	52

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

Nachman Norwood & Parrott's IJH Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2021, selling an estimated $71.5K and leaving 110,595 shares worth $5.94M. The position accounts for 0.6% of the portfolio, ranked #32.

Nachman Norwood & Parrott first reported a position in IJH in Q4 2018 and has held it in 11 quarters since. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Nachman Norwood & Parrott held 110,595 shares of iShares Core S&P Mid-Cap ETF worth $5.94M as of Q2 2021.
Nachman Norwood & Parrott sold 1,325 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $71.5K.
iShares Core S&P Mid-Cap ETF made up 0.6% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #32 holding.
Nachman Norwood & Parrott first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.