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

Adams Asset 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
2020 Q1	–	Sell	-4,900	Closed	-$201K	–	81
2019 Q4	$201K	Buy	+4,900	New	+$194K	0.04%	78

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Adams Asset Advisors's IJH Position: Q1 2020 in Review

Adams Asset Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 4,900 shares — an estimated $201K sold.

Adams Asset Advisors first reported a position in IJH in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Adams Asset Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Adams Asset Advisors sold 4,900 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $201K.
Adams Asset Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
Adams Asset Advisors's iShares Core S&P Mid-Cap ETF position peaked at $201K in Q4 2019.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Adams Asset Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.