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

Next Financial Group’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
Q4 		$11.2M Sell
198,615
-380
-0.2% -$21.2K 0.74% 13
2021
Q3 		$10.5M Buy
198,995
+13,400
+7% +$721K 0.82% 11
2021
Q2 		$9.97M Sell
185,595
-29,395
-14% -$1.59M 0.8% 13
2021
Q1 		$11.2M Sell
214,990
-17,640
-8% -$881K 0.99% 8
2020
Q4 		$10.7M Buy
232,630
+31,600
+16% +$1.33M 1.02% 9
2020
Q3 		$7.45M Sell
201,030
-49,435
-20% -$1.85M 0.8% 11
2020
Q2 		$8.91M Buy
250,465
+48,595
+24% +$1.61M 1.04% 14
2020
Q1 		$5.81M Buy
201,870
+26,880
+15% +$999K 0.75% 18
2019
Q4 		$7.2M Buy
174,990
+5,830
+3% +$231K 0.74% 11
2019
Q3 		$6.54M Buy
169,160
+10,085
+6% +$388K 0.71% 13
2019
Q2 		$6.18M Buy
159,075
+131,345
+474% +$5.03M 0.66% 15
2019
Q1 		$1.05M Sell
27,730
-143,865
-84% -$5.31M 0.27% 45
2018
Q4 		$5.7M Buy
171,595
+163,435
+2,003% +$5.96M 1.18% 8
2018
Q3 		$329K Sell
8,160
-16,350
-67% -$657K 0.15% 134
2018
Q2 		$955K Sell
24,510
-90,090
-79% -$3.48M 0.37% 71
2018
Q1 		$4.3M Buy
114,600
+86,705
+311% +$3.32M 0.91% 18
2017
Q4 		$1.06M Sell
27,895
-5,735
-17% -$212K 0.45% 69
2017
Q3 		$1.22M Sell
33,630
-9,965
-23% -$347K 0.34% 75
2017
Q2 		$1.52M Buy
43,595
+15,780
+57% +$545K 0.37% 59
2017
Q1 		$960K Sell
27,815
-45,495
-62% -$1.55M 0.27% 90
2016
Q4 		$2.42M Sell
73,310
-22,305
-23% -$707K 0.43% 40
2016
Q3 		$2.96M Buy
95,615
+53,735
+128% +$1.66M 0.53% 32
2016
Q2 		$1.25M Buy
41,880
+23,255
+125% +$682K 0.4% 57
2016
Q1 		$537K Sell
18,625
-45
-0.2% -$1.2K 0.19% 122
2015
Q4 		$520K Sell
18,670
-23,880
-56% -$682K 0.19% 122
2015
Q3 		$1.16M Sell
42,550
-3,500
-8% -$102K 0.42% 53
2015
Q2 		$1.38M Buy
46,050
+5,585
+14% +$170K 0.48% 46
2015
Q1 		$1.23M Sell
40,465
-75
-0.2% -$2.22K 0.39% 64
2014
Q4 		$1.17M Sell
40,540
-49,080
-55% -$1.38M 0.39% 58
2014
Q3 		$2.45M Buy
89,620
+86,595
+2,863% +$2.44M 0.49% 30
2014
Q2 		$83K Buy
+3,025
New +$83.1K 0.04% 256

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's IJH Position: Q4 2021 in Review

Next Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q4 2021, selling an estimated $21.2K and leaving 198,615 shares worth $11.2M. The position accounts for 0.74% of the portfolio, ranked #13.

Next Financial Group first reported a position in IJH in Q2 2014 and has held it in 31 quarters since. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Next Financial Group held 198,615 shares of iShares Core S&P Mid-Cap ETF worth $11.2M as of Q4 2021.
  • Next Financial Group sold 380 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $21.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.74% of Next Financial Group's portfolio in Q4 2021, its #13 holding.
  • Next Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 31 quarters since.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.