Sargent Bickham Lagudis’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sargent Bickham Lagudis’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	$267K	Buy	5,515 +105	+2%	+$5.07K	0.02%	238
2022 Q3	$237K	Buy	5,410 +125	+2%	+$6.04K	0.02%	228
2022 Q2	$239K	Hold	5,285	–	–	0.02%	233
2022 Q1	$284K	Sell	5,285 -375	-7%	-$20K	0.02%	217
2021 Q4	$320K	Hold	5,660	–	–	0.02%	199
2021 Q3	$298K	Hold	5,660	–	–	0.02%	208
2021 Q2	$304K	Hold	5,660	–	–	0.02%	211
2021 Q1	$295K	Hold	5,660	–	–	0.03%	198
2020 Q4	$260K	Hold	5,660	–	–	0.02%	206
2020 Q3	$210K	Sell	5,660 -185	-3%	-$6.92K	0.02%	209
2020 Q2	$208K	Buy	5,845 +5	+0.1%	+$166	0.02%	201
2020 Q1	$168K	Sell	5,840 -5	-0.1%	-$186	0.02%	207
2019 Q4	$241K	Buy	5,845 +100	+2%	+$3.96K	0.03%	185
2019 Q3	$222K	Sell	5,745 -480	-8%	-$18.4K	0.03%	178
2019 Q2	$242K	Buy	6,225 +565	+10%	+$21.7K	0.03%	188
2019 Q1	$214K	Hold	5,660	–	–	0.02%	199
2018 Q4	$188K	Buy	+5,660	New	+$207K	0.02%	202
2018 Q2	–	Sell	-395	Closed	-$15K	–	771
2018 Q1	$15K	Buy	+395	New	+$15.1K	﹤0.01%	524
2017 Q2	–	Sell	-123,955	Closed	-$4.25M	–	783
2017 Q1	$4.25M	Buy	123,955 +119,195	+2,504%	+$4.06M	0.55%	46
2016 Q4	$157K	Sell	4,760 -530	-10%	-$16.8K	0.02%	224
2016 Q3	$164K	Sell	5,290 -1,610	-23%	-$49.8K	0.02%	217
2016 Q2	$206K	Buy	6,900 +1,610	+30%	+$47.2K	0.03%	200
2016 Q1	$153K	Buy	+5,290	New	+$141K	0.02%	234

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sargent Bickham Lagudis's IJH Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q4 2022, buying an estimated $5.07K and bringing the position to 5,515 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #238.

Sargent Bickham Lagudis first reported a position in IJH in Q1 2016 and has held it in 23 quarters since. The position peaked at $4.25M in Q1 2017. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Sargent Bickham Lagudis held 5,515 shares of iShares Core S&P Mid-Cap ETF worth $267K as of Q4 2022.
Sargent Bickham Lagudis bought 105 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $5.07K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #238 holding.
Sargent Bickham Lagudis first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 23 quarters since.
Sargent Bickham Lagudis's iShares Core S&P Mid-Cap ETF position peaked at $4.25M in Q1 2017.
1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.