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

Zeke Capital 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
2022 Q4	$250K	Sell	5,165 -4,340	-46%	-$210K	0.02%	381
2022 Q3	$417K	Hold	9,505	–	–	0.03%	242
2022 Q2	$430K	Sell	9,505 -505	-5%	-$24.9K	0.03%	247
2022 Q1	$537K	Buy	10,010 +1,330	+15%	+$70.8K	0.03%	216
2021 Q4	$491K	Buy	+8,680	New	+$483K	0.03%	155
2020 Q2	–	Sell	-9,540	Closed	-$274K	–	237
2020 Q1	$274K	Buy	9,540 +35	+0.4%	+$1.3K	0.08%	150
2019 Q4	$391K	Sell	9,505 -560	-6%	-$22.2K	0.03%	425
2019 Q3	$389K	Buy	10,065 +3,555	+55%	+$137K	0.03%	405
2019 Q2	$253K	Hold	6,510	–	–	0.02%	500
2019 Q1	$247K	Sell	6,510 -4,990	-43%	-$184K	0.02%	509
2018 Q4	$382K	Buy	11,500 +3,625	+46%	+$132K	0.04%	387
2018 Q3	$317K	Buy	+7,875	New	+$317K	0.03%	508

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Zeke Capital Advisors's IJH Position: Q4 2022 in Review

Zeke Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 46% in Q4 2022, selling an estimated $210K and leaving 5,165 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #381.

Zeke Capital Advisors first reported a position in IJH in Q3 2018 and has held it in 12 quarters since. The position peaked at $537K in Q1 2022. 1,925 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Zeke Capital Advisors held 5,165 shares of iShares Core S&P Mid-Cap ETF worth $250K as of Q4 2022.
Zeke Capital Advisors sold 4,340 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $210K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #381 holding.
Zeke Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 12 quarters since.
Zeke Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $537K in Q1 2022.
1,925 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.