Pineno Levin & Ford Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pineno Levin & Ford Asset Management’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 Q4	$232K	Hold	4,100	–	–	0.07%	113
2021 Q3	$216K	Buy	4,100 +10	+0.2%	+$538	0.07%	109
2021 Q2	$220K	Hold	4,090	–	–	0.07%	108
2021 Q1	$213K	Buy	+4,090	New	+$204K	0.07%	103
2020 Q1	–	Sell	-5,340	Closed	-$220K	–	91
2019 Q4	$220K	Hold	5,340	–	–	0.08%	96
2019 Q3	$206K	Hold	5,340	–	–	0.08%	102
2019 Q2	$207K	Hold	5,340	–	–	0.08%	101
2019 Q1	$202K	Buy	+5,340	New	+$197K	0.08%	101
2018 Q4	–	Sell	-5,340	Closed	-$215K	–	102
2018 Q3	$215K	Hold	5,340	–	–	0.09%	100
2018 Q2	$208K	Hold	5,340	–	–	0.09%	99
2018 Q1	$200K	Hold	5,340	–	–	0.09%	105
2017 Q4	$203K	Buy	+5,340	New	+$197K	0.08%	111

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pineno Levin & Ford Asset Management's IJH Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2021 at 4,100 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #113.

Pineno Levin & Ford Asset Management first reported a position in IJH in Q4 2017 and has held it in 12 quarters since. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

Pineno Levin & Ford Asset Management held 4,100 shares of iShares Core S&P Mid-Cap ETF worth $232K as of Q4 2021.
Pineno Levin & Ford Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2021.
iShares Core S&P Mid-Cap ETF made up 0.07% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #113 holding.
Pineno Levin & Ford Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.