TAM
IJH icon

Trillium Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Trillium Asset Management’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
Q4 		– Sell
-4,635
Closed -$244K – 250
2021
Q3 		$244K Buy
+4,635
New +$249K 0.01% 228

Other funds holding IJH

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trillium Asset Management's IJH Position: Q4 2021 in Review

Trillium Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 4,635 shares — an estimated $244K sold.

Trillium Asset Management first reported a position in IJH in Q3 2021 and held it in 1 quarter. The position peaked at $244K in Q3 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Trillium Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Trillium Asset Management sold 4,635 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $244K.
  • Trillium Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Trillium Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $244K in Q3 2021.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Trillium Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.