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

Peddock Capital 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 		– Sell
-725
Closed -$33K – 214
2020
Q4 		$33K Buy
+725
New +$30.5K 0.02% 189
2020
Q1 		– Sell
-1,385
Closed -$57K – 163
2019
Q4 		$57K Sell
1,385
-5,495
-80% -$218K 0.03% 156
2019
Q3 		$266K Buy
6,880
+290
+4% +$11.1K 0.15% 93
2019
Q2 		$256K Buy
6,590
+115
+2% +$4.41K 0.14% 97
2019
Q1 		$245K Buy
6,475
+345
+6% +$12.7K 0.13% 102
2018
Q4 		$204K Buy
6,130
+85
+1% +$3.1K 0.12% 105
2018
Q3 		$243K Sell
6,045
-15
-0.2% -$603 0.12% 106
2018
Q2 		$236K Sell
6,060
-350
-5% -$13.5K 0.12% 106
2018
Q1 		$240K Sell
6,410
-595
-8% -$22.8K 0.13% 106
2017
Q4 		$266K Sell
7,005
-10
-0.1% -$370 0.13% 102
2017
Q3 		$251K Sell
7,015
-315
-4% -$11K 0.13% 103
2017
Q2 		$255K Buy
7,330
+945
+15% +$32.6K 0.14% 101
2017
Q1 		$219K Sell
6,385
-85
-1% -$2.89K 0.13% 98
2016
Q4 		$214K Buy
6,470
+900
+16% +$28.5K 0.13% 94
2016
Q3 		$172K Buy
+5,570
New +$172K 0.11% 104

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

Peddock Capital Advisors's IJH Position: Q1 2021 in Review

Peddock Capital Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 725 shares — an estimated $33K sold.

Peddock Capital Advisors first reported a position in IJH in Q3 2016 and held it in 15 quarters. The position peaked at $266K in Q3 2019. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

  • Peddock Capital Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Peddock Capital Advisors sold 725 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $33K.
  • Peddock Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 15 quarters.
  • Peddock Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $266K in Q3 2019.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.