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

Advisor Partners’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
2018
Q4 		– Sell
-23,505
Closed -$946K – 637
2018
Q3 		$946K Buy
+23,505
New +$945K 0.13% 163

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
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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Partners's IJH Position: Q4 2018 in Review

Advisor Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 23,505 shares — an estimated $946K sold.

Advisor Partners first reported a position in IJH in Q3 2018 and held it in 1 quarter. The position peaked at $946K in Q3 2018. 1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

  • Advisor Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Advisor Partners sold 23,505 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $946K.
  • Advisor Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Advisor Partners's iShares Core S&P Mid-Cap ETF position peaked at $946K in Q3 2018.
  • 1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on Advisor Partners's 13F filing for Q4 2018, filed 29 Jan 2019.