AIS
IJH icon

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

Accurate Investment Solutions’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
2017
Q4 		– Sell
-1,135
Closed -$41K – 509
2017
Q3 		$41K Sell
1,135
-2,365
-68% -$82.4K 0.03% 153
2017
Q2 		$122K Sell
3,500
-135,710
-97% -$4.68M 0.1% 77
2017
Q1 		$4.77M Buy
139,210
+81,695
+142% +$2.78M 3.85% 2
2016
Q4 		$1.9M Sell
57,515
-125,580
-69% -$3.98M 1.69% 28
2016
Q3 		$5.67M Buy
+183,095
New +$5.66M 5.17% 1

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Accurate Investment Solutions's IJH Position: Q4 2017 in Review

Accurate Investment Solutions sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 1,135 shares — an estimated $41K sold.

Accurate Investment Solutions first reported a position in IJH in Q3 2016 and held it in 5 quarters. The position peaked at $5.67M in Q3 2016. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Accurate Investment Solutions reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Accurate Investment Solutions sold 1,135 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $41K.
  • Accurate Investment Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 5 quarters.
  • Accurate Investment Solutions's iShares Core S&P Mid-Cap ETF position peaked at $5.67M in Q3 2016.
  • 1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Accurate Investment Solutions's 13F filing for Q4 2017, filed 11 Jan 2018.