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Retirement Planning Company of New England’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Retirement Planning Company of New England’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
-1,000
Closed -$56K – 534
2021
Q4 		$56K Buy
+1,000
New +$55.7K 0.03% 389

Other funds holding IJH

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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 $609B AUM 40.19% 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 $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Retirement Planning Company of New England's IJH Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, closing a stake of 1,000 shares — an estimated $56K sold.

Retirement Planning Company of New England first reported a position in IJH in Q4 2021 and held it in 1 quarter. The position peaked at $56K in Q4 2021. 1,841 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,000 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $56K.
  • Retirement Planning Company of New England first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core S&P Mid-Cap ETF position peaked at $56K in Q4 2021.
  • 1,841 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.