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

Personal 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
2022
Q4 		$1.19M Buy
24,575
+660
+3% +$31.9K 0.01% 232
2022
Q3 		$1.05M Buy
23,915
+1,695
+8% +$81.9K 0.01% 233
2022
Q2 		$1M Sell
22,220
-1,670
-7% -$82.4K 0.01% 234
2022
Q1 		$1.28M Sell
23,890
-1,435
-6% -$76.4K 0.01% 235
2021
Q4 		$1.36M Buy
25,325
+3,480
+16% +$194K 0.01% 249
2021
Q3 		$1.15M Sell
21,845
-765
-3% -$41.2K 0.01% 247
2021
Q2 		$1.22M Buy
22,610
+1,165
+5% +$62.9K 0.01% 247
2021
Q1 		$1.12M Sell
21,445
-2,380
-10% -$119K 0.01% 249
2020
Q4 		$1.09M Buy
23,825
+2,705
+13% +$114K 0.01% 246
2020
Q3 		$783K Buy
21,120
+3,190
+18% +$119K 0.01% 258
2020
Q2 		$638K Sell
17,930
-17,235
-49% -$572K 0.01% 241
2020
Q1 		$966K Buy
35,165
+4,425
+14% +$165K 0.01% 227
2019
Q4 		$1.26M Buy
30,740
+14,095
+85% +$559K 0.01% 226
2019
Q3 		$643K Sell
16,645
-395
-2% -$15.2K 0.01% 238
2019
Q2 		$662K Sell
17,040
-2,130
-11% -$81.6K 0.01% 228
2019
Q1 		$726K Sell
19,170
-12,985
-40% -$480K 0.01% 218
2018
Q4 		$1.07M Buy
32,155
+11,690
+57% +$427K 0.01% 194
2018
Q3 		$824K Sell
20,465
-835
-4% -$33.6K 0.01% 195
2018
Q2 		$830K Sell
21,300
-510
-2% -$19.7K 0.01% 179
2018
Q1 		$818K Sell
21,810
-2,065
-9% -$79K 0.01% 178
2017
Q4 		$906K Buy
23,875
+3,250
+16% +$120K 0.02% 179
2017
Q3 		$738K Buy
20,625
+5,110
+33% +$178K 0.01% 173
2017
Q2 		$540K Buy
15,515
+965
+7% +$33.3K 0.01% 179
2017
Q1 		$496K Buy
14,550
+2,155
+17% +$73.3K 0.01% 160
2016
Q4 		$410K Buy
12,395
+1,685
+16% +$53.4K 0.01% 150
2016
Q3 		$329K Buy
+10,710
New +$331K 0.01% 148

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal Capital Advisors's IJH Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q4 2022, buying an estimated $31.9K and bringing the position to 24,575 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #232.

Personal Capital Advisors first reported a position in IJH in Q3 2016 and has held it in 26 quarters since. The position peaked at $1.36M in Q4 2021. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • Personal Capital Advisors held 24,575 shares of iShares Core S&P Mid-Cap ETF worth $1.19M as of Q4 2022.
  • Personal Capital Advisors bought 660 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $31.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #232 holding.
  • Personal Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 26 quarters since.
  • Personal Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.36M in Q4 2021.
  • 1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.