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SkyView Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SkyView Investment Advisors’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
2023
Q3 		– Sell
-6,370
Closed -$333K – 675
2023
Q2 		$333K Hold
6,370
– – 0.08% 295
2023
Q1 		$319K Sell
6,370
-90
-1% -$4.58K 0.07% 297
2022
Q4 		$313K Buy
6,460
+105
+2% +$5.07K 0.09% 271
2022
Q3 		$279K Sell
6,355
-45
-0.7% -$2.18K 0.08% 317
2022
Q2 		$290K Buy
6,400
+40
+0.6% +$1.98K 0.08% 335
2022
Q1 		$315K Buy
6,360
+80
+1% +$4.26K 0.07% 345
2021
Q4 		$356K Sell
6,280
-150
-2% -$8.35K 0.08% 290
2021
Q3 		$338K Buy
6,430
+35
+0.5% +$1.88K 0.1% 246
2021
Q2 		$333K Hold
6,395
– – 0.16% 140
2021
Q1 		$333K Hold
6,395
– – 0.15% 148
2020
Q4 		$294K Buy
+6,395
New +$269K 0.14% 161

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SkyView Investment Advisors's IJH Position: Q3 2023 in Review

SkyView Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 6,370 shares — an estimated $333K sold.

SkyView Investment Advisors first reported a position in IJH in Q4 2020 and held it in 11 quarters. The position peaked at $356K in Q4 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

  • SkyView Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 6,370 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $333K.
  • SkyView Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
  • SkyView Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $356K in Q4 2021.
  • 2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.