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

TIAA Kaspick’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
2021 Q1	–	Sell	-5,575	Closed	-$256K	–	16
2020 Q4	$256K	Hold	5,575	–	–	1.25%	14
2020 Q3	$207K	Sell	5,575 -23,955	-81%	-$896K	1.19%	14
2020 Q2	$1.05M	Sell	29,530 -145,270	-83%	-$4.82M	1.01%	12
2020 Q1	$5.03M	Buy	174,800 +25,445	+17%	+$946K	2.91%	9
2019 Q4	$6.15M	Sell	149,355 -3,885	-3%	-$154K	1.6%	9
2019 Q3	$5.92M	Buy	+153,240	New	+$5.89M	1.59%	8

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

TIAA Kaspick's IJH Position: Q1 2021 in Review

TIAA Kaspick sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 5,575 shares — an estimated $256K sold.

TIAA Kaspick first reported a position in IJH in Q3 2019 and held it in 6 quarters. The position peaked at $6.15M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

TIAA Kaspick reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
TIAA Kaspick sold 5,575 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $256K.
TIAA Kaspick first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 6 quarters.
TIAA Kaspick's iShares Core S&P Mid-Cap ETF position peaked at $6.15M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on TIAA Kaspick's 13F filing for Q1 2021, filed 11 May 2021.