O'Brien Greene & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

O'Brien Greene & Co’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	-6,160	Closed	-$283K	–	132
2020 Q4	$283K	Buy	6,160 +240	+4%	+$10.1K	0.12%	100
2020 Q3	$219K	Buy	5,920 +230	+4%	+$8.6K	0.1%	94
2020 Q2	$202K	Buy	+5,690	New	+$189K	0.11%	98
2020 Q1	–	Sell	-5,470	Closed	-$225K	–	107
2019 Q4	$225K	Buy	5,470 +150	+3%	+$5.95K	0.11%	96
2019 Q3	$206K	Sell	5,320 -180	-3%	-$6.92K	0.11%	101
2019 Q2	$214K	Buy	5,500 +145	+3%	+$5.56K	0.11%	103
2019 Q1	$203K	Buy	+5,355	New	+$198K	0.1%	105

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

O'Brien Greene & Co's IJH Position: Q1 2021 in Review

O'Brien Greene & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 6,160 shares — an estimated $283K sold.

O'Brien Greene & Co first reported a position in IJH in Q1 2019 and held it in 7 quarters. The position peaked at $283K in Q4 2020. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

O'Brien Greene & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
O'Brien Greene & Co sold 6,160 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $283K.
O'Brien Greene & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 7 quarters.
O'Brien Greene & Co's iShares Core S&P Mid-Cap ETF position peaked at $283K in Q4 2020.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on O'Brien Greene & Co's 13F filing for Q1 2021, filed 12 May 2021.