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

Permanens Capital’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
-30
Closed -$2K – 64
2021
Q2 		$2K Buy
+30
New +$1.62K ﹤0.01% 104

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Permanens Capital's IJH Position: Q3 2021 in Review

Permanens Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2021, closing a stake of 30 shares — an estimated $2K sold.

Permanens Capital first reported a position in IJH in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

  • Permanens Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Permanens Capital sold 30 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $2K.
  • Permanens Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Permanens Capital's iShares Core S&P Mid-Cap ETF position peaked at $2K 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 Permanens Capital's 13F filing for Q3 2021, filed 12 Nov 2021.