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

Vigilant Capital 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
2023 Q2	$9K	Hold	175	–	–	﹤0.01%	404
2023 Q1	$9K	Hold	175	–	–	﹤0.01%	388
2022 Q4	$8K	Sell	175 -665	-79%	-$32.1K	﹤0.01%	416
2022 Q3	$37K	Buy	840 +770	+1,100%	+$37.2K	﹤0.01%	317
2022 Q2	$3K	Sell	70 -1,825	-96%	-$90.1K	﹤0.01%	558
2022 Q1	$102K	Sell	1,895 -1,850	-49%	-$98.5K	0.01%	235
2021 Q4	$212K	Hold	3,745	–	–	0.01%	191
2021 Q3	$197K	Sell	3,745 -170	-4%	-$9.15K	0.02%	153
2021 Q2	$210K	Buy	3,915 +170	+5%	+$9.18K	0.02%	149
2021 Q1	$195K	Hold	3,745	–	–	0.02%	147
2020 Q4	$172K	Buy	+3,745	New	+$158K	0.02%	145
2020 Q1	–	Sell	-2,000	Closed	-$82K	–	377
2019 Q4	$82K	Sell	2,000 -2,945	-60%	-$117K	0.01%	229
2019 Q3	$191K	Buy	4,945 +2,945	+147%	+$113K	0.02%	139
2019 Q2	$78K	Hold	2,000	–	–	0.01%	201
2019 Q1	$76K	Sell	2,000 -2,000	-50%	-$73.9K	0.01%	198
2018 Q4	$133K	Hold	4,000	–	–	0.02%	160
2018 Q3	$161K	Hold	4,000	–	–	0.02%	151
2018 Q2	$156K	Hold	4,000	–	–	0.02%	144
2018 Q1	$150K	Hold	4,000	–	–	0.02%	139
2017 Q4	$152K	Hold	4,000	–	–	0.02%	140
2017 Q3	$143K	Hold	4,000	–	–	0.02%	126
2017 Q2	$139K	Hold	4,000	–	–	0.02%	123
2017 Q1	$137K	Hold	4,000	–	–	0.02%	123
2016 Q4	$132K	Hold	4,000	–	–	0.02%	125
2016 Q3	$124K	Buy	4,000 +3,450	+627%	+$107K	0.02%	129
2016 Q2	$16K	Buy	+550	New	+$16.1K	﹤0.01%	249
2014 Q2	–	Sell	-2,500	Closed	-$69K	–	259
2014 Q1	$69K	Sell	2,500 -1,110	-31%	-$29.9K	0.02%	135
2013 Q4	$97K	Buy	+3,610	New	+$93.2K	0.02%	116

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Vigilant Capital Management's IJH Position: Q2 2023 in Review

Vigilant Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2023 at 175 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Vigilant Capital Management first reported a position in IJH in Q4 2013 and has held it in 28 quarters since. The position peaked at $212K in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

Vigilant Capital Management held 175 shares of iShares Core S&P Mid-Cap ETF worth $9K as of Q2 2023.
Vigilant Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2023.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #404 holding.
Vigilant Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 28 quarters since.
Vigilant Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $212K in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.