AdvicePeriod’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AdvicePeriod’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
2019 Q2	–	Sell	-151,970	Closed	-$5.76M	–	85
2019 Q1	$5.76M	Buy	151,970 +39,930	+36%	+$1.47M	0.55%	33
2018 Q4	$3.72M	Sell	112,040 -9,235	-8%	-$337K	0.42%	38
2018 Q3	$4.88M	Buy	+121,275	New	+$4.87M	0.53%	34

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AdvicePeriod's IJH Position: Q2 2019 in Review

AdvicePeriod sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2019, closing a stake of 151,970 shares — an estimated $5.76M sold.

AdvicePeriod first reported a position in IJH in Q3 2018 and held it in 3 quarters. The position peaked at $5.76M in Q1 2019. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

AdvicePeriod reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
AdvicePeriod sold 151,970 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $5.76M.
AdvicePeriod first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 3 quarters.
AdvicePeriod's iShares Core S&P Mid-Cap ETF position peaked at $5.76M in Q1 2019.
1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on AdvicePeriod's 13F filing for Q2 2019, filed 22 Jul 2019.