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O'Donnell Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

O'Donnell Financial Services’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
2022
Q1 		– Sell
-4,955
Closed -$255K – 44
2021
Q4 		$255K Sell
4,955
-4,280
-46% -$238K 0.12% 37
2021
Q3 		$486K Buy
+9,235
New +$497K 0.23% 29

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

O'Donnell Financial Services's IJH Position: Q1 2022 in Review

O'Donnell Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 4,955 shares — an estimated $255K sold.

O'Donnell Financial Services first reported a position in IJH in Q3 2021 and held it in 2 quarters. The position peaked at $486K in Q3 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • O'Donnell Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 4,955 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $255K.
  • O'Donnell Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 2 quarters.
  • O'Donnell Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $486K in Q3 2021.
  • 1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on O'Donnell Financial Services's 13F filing for Q1 2022, filed 4 May 2022.