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

Perennial 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	–	Sell	-155	Closed	-$8K	–	160
2021 Q2	$8K	Hold	155	–	–	﹤0.01%	247
2021 Q1	$8K	Hold	155	–	–	﹤0.01%	239
2020 Q4	$7K	Buy	+155	New	+$6.53K	﹤0.01%	213
2020 Q3	–	Sell	-155	Closed	-$6K	–	134
2020 Q2	$6K	Buy	+155	New	+$5.15K	﹤0.01%	198
2019 Q1	–	Sell	-155	Closed	-$5K	–	128
2018 Q4	$5K	Hold	155	–	–	﹤0.01%	180
2018 Q3	$6K	Sell	155 -35	-18%	-$1.41K	﹤0.01%	178
2018 Q2	$7K	Hold	190	–	–	﹤0.01%	177
2018 Q1	$7K	Hold	190	–	–	﹤0.01%	172
2017 Q4	$7K	Buy	+190	New	+$7.03K	﹤0.01%	182

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

Perennial Advisors's IJH Position: Q3 2021 in Review

Perennial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 155 shares — an estimated $8K sold.

Perennial Advisors first reported a position in IJH in Q4 2017 and held it in 9 quarters. The position peaked at $8K in Q2 2021. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Perennial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 155 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $8K.
Perennial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
Perennial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8K in Q2 2021.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.