Andesa Financial Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Andesa Financial Management’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 Q3	–	Sell	-7,140	Closed	-$278K	–	106
2019 Q2	$278K	Sell	7,140 -14,730	-67%	-$565K	0.26%	81
2019 Q1	$824K	Buy	21,870 +10,390	+91%	+$384K	0.41%	54
2018 Q4	$380K	Sell	11,480 -5,275	-31%	-$192K	0.45%	57
2018 Q3	$676K	Buy	16,755 +1,980	+13%	+$79.6K	1.04%	37
2018 Q2	$575K	Sell	14,775 -925	-6%	-$35.7K	0.93%	41
2018 Q1	$589K	Buy	15,700 +2,350	+18%	+$89.9K	0.97%	41
2017 Q4	$507K	Buy	+13,350	New	+$494K	0.75%	46

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Andesa Financial Management's IJH Position: Q3 2019 in Review

Andesa Financial Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 7,140 shares — an estimated $278K sold.

Andesa Financial Management first reported a position in IJH in Q4 2017 and held it in 7 quarters. The position peaked at $824K in Q1 2019. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Andesa Financial Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Andesa Financial Management sold 7,140 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $278K.
Andesa Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Andesa Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $824K in Q1 2019.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Andesa Financial Management's 13F filing for Q3 2019, filed 8 Nov 2019.