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

Tiedemann 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	$259M	Buy	5,161,310 +423,185	+9%	+$22.2M	11.09%	2
2023 Q2	$248M	Sell	4,738,125 -71,965	-1%	-$3.58M	10.54%	3
2023 Q1	$241M	Sell	4,810,090 -179,225	-4%	-$9.13M	10.93%	2
2022 Q4	$241M	Buy	4,989,315 +37,675	+0.8%	+$1.82M	11.56%	2
2022 Q3	$217M	Buy	+4,951,640	New	+$239M	13.16%	2
2022 Q2	–	Sell	-4,797,795	Closed	-$257M	–	270
2022 Q1	$257M	Buy	4,797,795 +79,510	+2%	+$4.23M	13.08%	2
2021 Q4	$267M	Buy	4,718,285 +238,960	+5%	+$13.3M	13.02%	2
2021 Q3	$236M	Sell	4,479,325 -627,775	-12%	-$33.8M	12.56%	2
2021 Q2	$274M	Buy	5,107,100 +695,120	+16%	+$37.5M	11%	2
2021 Q1	$230M	Buy	4,411,980 +502,755	+13%	+$25.1M	10.06%	2
2020 Q4	$180M	Buy	3,909,225 +31,185	+0.8%	+$1.31M	8.7%	2
2020 Q3	$144M	Buy	3,878,040 +228,015	+6%	+$8.52M	6.94%	2
2020 Q2	$130M	Buy	3,650,025 +270,590	+8%	+$8.99M	6.9%	2
2020 Q1	$97.2M	Buy	3,379,435 +3,010,235	+815%	+$112M	6.29%	3
2019 Q4	$15.2M	Sell	369,200 -36,295	-9%	-$1.44M	0.73%	33
2019 Q3	$15.7M	Buy	405,495 +3,425	+0.9%	+$132K	0.75%	31
2019 Q2	$15.6M	Sell	402,070 -45,255	-10%	-$1.73M	0.78%	28
2019 Q1	$16.9M	Sell	447,325 -196,140	-30%	-$7.24M	0.8%	30
2018 Q4	$21.4M	Buy	643,465 +102,490	+19%	+$3.74M	1.09%	20
2018 Q3	$21.9M	Buy	540,975 +41,785	+8%	+$1.68M	1.29%	16
2018 Q2	$19.5M	Sell	499,190 -370,040	-43%	-$14.3M	1.25%	17
2018 Q1	$32.6M	Sell	869,230 -25,065	-3%	-$959K	2.23%	9
2017 Q4	$33.9M	Buy	894,295 +29,365	+3%	+$1.09M	2.6%	10
2017 Q3	$30.9M	Sell	864,930 -63,165	-7%	-$2.2M	2.78%	7
2017 Q2	$32.3M	Sell	928,095 -11,630	-1%	-$401K	2.35%	8
2017 Q1	$32.2M	Buy	939,725 +15,105	+2%	+$514K	2.7%	7
2016 Q4	$30.6M	Sell	924,620 -815,615	-47%	-$25.9M	3.05%	6
2016 Q3	$52.9M	Buy	1,740,235 +822,420	+90%	+$25.4M	11%	3
2016 Q2	$12.5M	Buy	917,815 +473,630	+107%	+$13.9M	12.01%	1
2016 Q1	$12.8M	Buy	+444,185	New	+$11.9M	10.14%	3

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's IJH Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q3 2023, buying an estimated $22.2M and bringing the position to 5,161,310 shares worth $259M. The position accounts for 11.09% of the portfolio, ranked #2.

Tiedemann Advisors first reported a position in IJH in Q1 2016 and has held it in 30 quarters since. The position peaked at $274M in Q2 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Tiedemann Advisors held 5,161,310 shares of iShares Core S&P Mid-Cap ETF worth $259M as of Q3 2023.
Tiedemann Advisors bought 423,185 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $22.2M.
iShares Core S&P Mid-Cap ETF made up 11.09% of Tiedemann Advisors's portfolio in Q3 2023, its #2 holding.
Tiedemann Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 30 quarters since.
Tiedemann Advisors's iShares Core S&P Mid-Cap ETF position peaked at $274M in Q2 2021.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.