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

Paracle 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 Q1	$12.8M	Sell	246,560 -11,460	-4%	-$572K	2.33%	15
2020 Q4	$11.9M	Sell	258,020 -2,880	-1%	-$121K	2.26%	16
2020 Q3	$9.67M	Sell	260,900 -14,870	-5%	-$556K	2.09%	17
2020 Q2	$9.81M	Sell	275,770 -3,015	-1%	-$100K	2.29%	16
2020 Q1	$8.02M	Buy	+278,785	New	+$10.4M	2.17%	16
2019 Q4	–	Sell	-5,285	Closed	-$204K	–	49
2019 Q3	$204K	Sell	5,285 -60	-1%	-$2.31K	0.05%	68
2019 Q2	$207K	Buy	+5,345	New	+$205K	0.05%	65
2019 Q1	–	Sell	-6,880	Closed	-$228K	–	66
2018 Q4	$228K	Buy	6,880 +1,825	+36%	+$66.6K	0.07%	57
2018 Q3	$203K	Sell	5,055 -765	-13%	-$30.7K	0.06%	53
2018 Q2	$226K	Hold	5,820	–	–	0.07%	49
2018 Q1	$218K	Buy	+5,820	New	+$223K	0.07%	47
2017 Q4	–	Sell	-5,800	Closed	-$207K	–	45
2017 Q3	$207K	Hold	5,800	–	–	0.07%	47
2017 Q2	$201K	Buy	+5,800	New	+$200K	0.08%	44

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

Paracle Advisors's IJH Position: Q1 2021 in Review

Paracle Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q1 2021, selling an estimated $572K and leaving 246,560 shares worth $12.8M. The position accounts for 2.33% of the portfolio, ranked #15.

Paracle Advisors first reported a position in IJH in Q2 2017 and has held it in 13 quarters since. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Paracle Advisors held 246,560 shares of iShares Core S&P Mid-Cap ETF worth $12.8M as of Q1 2021.
Paracle Advisors sold 11,460 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $572K.
iShares Core S&P Mid-Cap ETF made up 2.33% of Paracle Advisors's portfolio in Q1 2021, its #15 holding.
Paracle Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 13 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.