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

St. James 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
2022
Q4 		$1.21K Hold
25
– – ﹤0.01% 94
2022
Q3 		$1K Hold
25
– – ﹤0.01% 99
2022
Q2 		$1K Hold
25
– – ﹤0.01% 99
2022
Q1 		$1K Hold
25
– – ﹤0.01% 73
2021
Q4 		$1K Buy
+25
New +$1.39K ﹤0.01% 94

Other funds holding IJH

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

St. James Investment Advisors's IJH Position: Q4 2022 in Review

St. James Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2022 at 25 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #94.

St. James Investment Advisors first reported a position in IJH in Q4 2021 and has held it in 5 quarters since. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • St. James Investment Advisors held 25 shares of iShares Core S&P Mid-Cap ETF worth $1.21K as of Q4 2022.
  • St. James Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2022.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of St. James Investment Advisors's portfolio in Q4 2022, its #94 holding.
  • St. James Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.