Paloma Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Paloma Partners’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	-1,000	Closed	-$46K	–	2179
2020 Q4	$46K	Buy	+1,000	New	+$42.1K	﹤0.01%	1560
2017 Q4	–	Sell	-7,000	Closed	-$250K	–	2075
2017 Q3	$250K	Buy	+7,000	New	+$244K	﹤0.01%	1887

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

Paloma Partners's IJH Position: Q1 2021 in Review

Paloma Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 1,000 shares — an estimated $46K sold.

Paloma Partners first reported a position in IJH in Q3 2017 and held it in 2 quarters. The position peaked at $250K in Q3 2017. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Paloma Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Paloma Partners sold 1,000 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $46K.
Paloma Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 2 quarters.
Paloma Partners's iShares Core S&P Mid-Cap ETF position peaked at $250K in Q3 2017.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Paloma Partners's 13F filing for Q1 2021, filed 17 May 2021.