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

Schroders’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
2020 Q2	–	Sell	-153,925	Closed	-$4.43M	–	6
2020 Q1	$4.43M	Sell	153,925 -4,025,940	-96%	-$150M	1.52%	7
2019 Q4	$172M	Sell	4,179,865 -2,600	-0.1%	-$103K	7.28%	5
2019 Q3	$162M	Sell	4,182,465 -957,825	-19%	-$36.8M	7.41%	5
2019 Q2	$200M	Buy	5,140,290 +85,065	+2%	+$3.26M	9.73%	4
2019 Q1	$191M	Buy	+5,055,225	New	+$187M	10.35%	3

Other funds holding IJH

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schroders's IJH Position: Q2 2020 in Review

Schroders sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 153,925 shares — an estimated $4.43M sold.

Schroders first reported a position in IJH in Q1 2019 and held it in 5 quarters. The position peaked at $200M in Q2 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Schroders reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Schroders sold 153,925 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $4.43M.
Schroders first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
Schroders's iShares Core S&P Mid-Cap ETF position peaked at $200M in Q2 2019.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Schroders's 13F filing for Q2 2020, filed 6 Aug 2021.