Pacific Edge Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pacific Edge Advisors’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 Q3	$4.67M	Sell	88,750 -1,250	-1%	-$67.2K	2.27%	14
2021 Q2	$4.84M	Sell	90,000 -3,100	-3%	-$167K	2.51%	12
2021 Q1	$4.85M	Sell	93,100 -2,750	-3%	-$137K	2.33%	13
2020 Q4	$4.41M	Sell	95,850 -1,150	-1%	-$48.5K	2.29%	12
2020 Q3	$3.6M	Sell	97,000 -4,000	-4%	-$150K	2.07%	13
2020 Q2	$3.59M	Buy	101,000 +76,250	+308%	+$2.53M	2.12%	13
2020 Q1	$712K	Sell	24,750 -10,720	-30%	-$399K	0.51%	19
2019 Q4	$1.46M	Buy	35,470 +22,070	+165%	+$875K	0.89%	20
2019 Q3	$518K	Sell	13,400 -500	-4%	-$19.2K	0.34%	24
2019 Q2	$540K	Sell	13,900 -750	-5%	-$28.7K	0.36%	24
2019 Q1	$555K	Sell	14,650 -2,950	-17%	-$109K	0.34%	26
2018 Q4	$585K	Hold	17,600	–	–	0.37%	27
2018 Q3	$709K	Hold	17,600	–	–	0.39%	17
2018 Q2	$686K	Buy	17,600 +5,950	+51%	+$230K	0.38%	17
2018 Q1	$437K	Sell	11,650 -150	-1%	-$5.74K	0.27%	24
2017 Q4	$448K	Buy	+11,800	New	+$436K	0.32%	18

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pacific Edge Advisors's IJH Position: Q3 2021 in Review

Pacific Edge Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q3 2021, selling an estimated $67.2K and leaving 88,750 shares worth $4.67M. The position accounts for 2.27% of the portfolio, ranked #14.

Pacific Edge Advisors first reported a position in IJH in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.85M in Q1 2021. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Pacific Edge Advisors held 88,750 shares of iShares Core S&P Mid-Cap ETF worth $4.67M as of Q3 2021.
Pacific Edge Advisors sold 1,250 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $67.2K.
iShares Core S&P Mid-Cap ETF made up 2.27% of Pacific Edge Advisors's portfolio in Q3 2021, its #14 holding.
Pacific Edge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Pacific Edge Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.85M in Q1 2021.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.