Unified Trust Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Unified Trust Company’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 Q3	$1.4M	Sell	26,665 -35	-0.1%	-$1.88K	0.41%	51
2021 Q2	$1.44M	Sell	26,700 -260	-1%	-$14K	0.43%	48
2021 Q1	$1.4M	Sell	26,960 -45	-0.2%	-$2.25K	0.46%	47
2020 Q4	$1.32M	Sell	27,005 -250	-0.9%	-$10.5K	0.76%	34
2020 Q3	$1.01M	Sell	27,255 -950	-3%	-$35.5K	0.72%	34
2020 Q2	$1M	Sell	28,205 -650	-2%	-$21.6K	0.76%	35
2020 Q1	$830K	Sell	28,855 -7,515	-21%	-$279K	0.55%	38
2019 Q4	$1.5M	Sell	36,370 -60	-0.2%	-$2.38K	0.93%	37
2019 Q3	$1.41M	Sell	36,430 -2,125	-6%	-$81.7K	0.94%	36
2019 Q2	$1.5M	Hold	38,555	–	–	1.04%	34
2019 Q1	$1.46M	Sell	38,555 -160	-0.4%	-$5.91K	1.09%	34
2018 Q4	$1.28M	Buy	+38,715	New	+$1.41M	1.17%	36

Other funds holding IJH

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Unified Trust Company's IJH Position: Q3 2021 in Review

Unified Trust Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q3 2021, selling an estimated $1.88K and leaving 26,665 shares worth $1.4M. The position accounts for 0.41% of the portfolio, ranked #51.

Unified Trust Company first reported a position in IJH in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2019. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

Unified Trust Company held 26,665 shares of iShares Core S&P Mid-Cap ETF worth $1.4M as of Q3 2021.
Unified Trust Company sold 35 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $1.88K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Unified Trust Company's portfolio in Q3 2021, its #51 holding.
Unified Trust Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q4 2019.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.