AG
IJH icon

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

Advisor Group’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
Q4 		$117M Sell
2,838,375
-248,065
-8% -$9.83M 0.81% 23
2019
Q3 		$119M Sell
3,086,440
-454,215
-13% -$17.5M 0.88% 19
2019
Q2 		$138M Sell
3,540,655
-40,610
-1% -$1.56M 1.06% 15
2019
Q1 		$136M Sell
3,581,265
-179,930
-5% -$6.64M 1.12% 13
2018
Q4 		$125M Buy
3,761,195
+414,460
+12% +$15.1M 1.23% 12
2018
Q3 		$135M Buy
3,346,735
+923,725
+38% +$37.1M 1.36% 9
2018
Q2 		$94.4M Buy
2,423,010
+53,285
+2% +$2.06M 1.3% 7
2018
Q1 		$88.9M Buy
2,369,725
+31,295
+1% +$1.2M 1.22% 8
2017
Q4 		$88.8M Buy
2,338,430
+472,565
+25% +$17.5M 1.19% 7
2017
Q3 		$66.8M Buy
1,865,865
+369,200
+25% +$12.9M 1.05% 11
2017
Q2 		$52.1M Buy
1,496,665
+147,735
+11% +$5.1M 0.91% 11
2017
Q1 		$46.2M Buy
1,348,930
+318,240
+31% +$10.8M 0.93% 11
2016
Q4 		$34.1M Sell
1,030,690
-78,585
-7% -$2.49M 0.77% 15
2016
Q3 		$34.3M Buy
1,109,275
+354,990
+47% +$11M 0.83% 12
2016
Q2 		$22.5M Buy
+754,285
New +$22.1M 0.59% 25

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's IJH Position: Q4 2019 in Review

Advisor Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q4 2019, selling an estimated $9.83M and leaving 2,838,375 shares worth $117M. The position accounts for 0.81% of the portfolio, ranked #23.

Advisor Group first reported a position in IJH in Q2 2016 and has held it in 15 quarters since. The position peaked at $138M in Q2 2019. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

  • Advisor Group held 2,838,375 shares of iShares Core S&P Mid-Cap ETF worth $117M as of Q4 2019.
  • Advisor Group sold 248,065 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $9.83M.
  • iShares Core S&P Mid-Cap ETF made up 0.81% of Advisor Group's portfolio in Q4 2019, its #23 holding.
  • Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Core S&P Mid-Cap ETF position peaked at $138M in Q2 2019.
  • 1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.