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

American Economic Planning 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
2018 Q4	–	Sell	-6,025	Closed	-$243K	–	79
2018 Q3	$243K	Buy	6,025 +10	+0.2%	+$402	0.09%	64
2018 Q2	$234K	Sell	6,015 -6,040	-50%	-$233K	0.09%	65
2018 Q1	$452K	Buy	12,055 +290	+2%	+$11.1K	0.17%	48
2017 Q4	$446K	Sell	11,765 -1,245	-10%	-$46K	0.16%	46
2017 Q3	$465K	Sell	13,010 -940	-7%	-$32.7K	0.18%	41
2017 Q2	$485K	Buy	13,950 +7,195	+107%	+$248K	0.19%	37
2017 Q1	$231K	Buy	+6,755	New	+$230K	0.09%	66

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

American Economic Planning Group's IJH Position: Q4 2018 in Review

American Economic Planning Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 6,025 shares — an estimated $243K sold.

American Economic Planning Group first reported a position in IJH in Q1 2017 and held it in 7 quarters. The position peaked at $485K in Q2 2017. 1,265 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

American Economic Planning Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
American Economic Planning Group sold 6,025 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $243K.
American Economic Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and held it in 7 quarters.
American Economic Planning Group's iShares Core S&P Mid-Cap ETF position peaked at $485K in Q2 2017.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on American Economic Planning Group's 13F filing for Q4 2018, filed 14 Jan 2019.