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Rather & Kittrell’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-105
Closed -$5K – 166
2021
Q4 		$5K Buy
+105
New +$5.84K ﹤0.01% 250

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

Rather & Kittrell's IJH Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 105 shares — an estimated $5K sold.

Rather & Kittrell first reported a position in IJH in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 105 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $5K.
  • Rather & Kittrell first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Core S&P Mid-Cap ETF position peaked at $5K in Q4 2021.
  • 1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.