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Whitegate Investment Counselors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Whitegate Investment Counselors’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
-14,795
Closed -$778K – 127
2021
Q3 		$778K Sell
14,795
-1,555
-10% -$83.7K 0.11% 135
2021
Q2 		$879K Sell
16,350
-45
-0.3% -$2.43K 0.12% 128
2021
Q1 		$853K Sell
16,395
-7,755
-32% -$387K 0.13% 124
2020
Q4 		$1.11M Sell
24,150
-5,720
-19% -$241K 0.18% 102
2020
Q3 		$1.11M Sell
29,870
-255
-0.8% -$9.53K 0.2% 95
2020
Q2 		$1.07M Sell
30,125
-82,790
-73% -$2.75M 0.21% 91
2020
Q1 		$3.25M Sell
112,915
-3,250
-3% -$121K 0.79% 41
2019
Q4 		$4.78M Sell
116,165
-11,395
-9% -$452K 0.87% 37
2019
Q3 		$4.93M Sell
127,560
-3,300
-3% -$127K 0.97% 34
2019
Q2 		$5.08M Buy
130,860
+110
+0.1% +$4.22K 1.02% 33
2019
Q1 		$4.95M Buy
130,750
+3,710
+3% +$137K 1.03% 34
2018
Q4 		$4.22M Buy
127,040
+9,660
+8% +$352K 0.98% 32
2018
Q3 		$4.73M Buy
117,380
+295
+0.3% +$11.9K 0.96% 31
2018
Q2 		$4.56M Buy
117,085
+7,410
+7% +$286K 0.93% 33
2018
Q1 		$4.11M Buy
109,675
+300
+0.3% +$11.5K 0.88% 34
2017
Q4 		$4.15M Sell
109,375
-2,185
-2% -$80.8K 0.87% 34
2017
Q3 		$3.99M Buy
111,560
+1,015
+0.9% +$35.4K 0.88% 34
2017
Q2 		$3.85M Buy
110,545
+3,240
+3% +$112K 0.87% 34
2017
Q1 		$3.67M Buy
107,305
+89,370
+498% +$3.04M 0.88% 34
2016
Q4 		$593K Buy
17,935
+6,460
+56% +$205K 0.16% 104
2016
Q3 		$355K Buy
+11,475
New +$355K 0.1% 126

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

Whitegate Investment Counselors's IJH Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 14,795 shares — an estimated $778K sold.

Whitegate Investment Counselors first reported a position in IJH in Q3 2016 and held it in 21 quarters. The position peaked at $5.08M in Q2 2019. 1,866 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 14,795 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $778K.
  • Whitegate Investment Counselors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 21 quarters.
  • Whitegate Investment Counselors's iShares Core S&P Mid-Cap ETF position peaked at $5.08M in Q2 2019.
  • 1,866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.