ZIMP
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Zimmermann Investment Management & Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-16,915
Closed -$765K – 97
2022
Q2 		$765K Buy
16,915
+3,965
+31% +$196K 0.52% 45
2022
Q1 		$695K Buy
+12,950
New +$689K 0.41% 49

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Zimmermann Investment Management & Planning's IJH Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 16,915 shares — an estimated $765K sold.

Zimmermann Investment Management & Planning first reported a position in IJH in Q1 2022 and held it in 2 quarters. The position peaked at $765K in Q2 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 16,915 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $765K.
  • Zimmermann Investment Management & Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's iShares Core S&P Mid-Cap ETF position peaked at $765K in Q2 2022.
  • 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.