Arthur M. Cohen & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Arthur M. Cohen & Associates’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
2020 Q1	–	Sell	-5,210	Closed	-$215K	–	116
2019 Q4	$215K	Buy	5,210 +20	+0.4%	+$793	0.07%	120
2019 Q3	$201	Sell	5,190 -6,905	-57%	-$265K	0.06%	122
2019 Q2	$470K	Sell	12,095 -7,520	-38%	-$288K	0.16%	75
2019 Q1	$743K	Buy	19,615 +70	+0.4%	+$2.58K	0.27%	55
2018 Q4	$649	Buy	19,545 +60	+0.3%	+$2.19K	0.21%	64
2018 Q3	$784	Sell	19,485 -65	-0.3%	-$2.61K	0.24%	60
2018 Q2	$762K	Hold	19,550	–	–	0.29%	56
2018 Q1	$716K	Buy	19,550 +5	+0%	+$191	0.27%	59
2017 Q4	$650	Buy	+19,545	New	+$723K	0.18%	61
2017 Q2	$742K	Buy	21,005 +5,265	+33%	+$182K	0.29%	53
2017 Q1	$539K	Buy	15,740 +8,505	+118%	+$289K	0.24%	59
2016 Q4	$239K	Buy	+7,235	New	+$229K	0.13%	87
2014 Q3	$699K	Buy	+19,545	New	+$551K	0.32%	58

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arthur M. Cohen & Associates's IJH Position: Q1 2020 in Review

Arthur M. Cohen & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 5,210 shares — an estimated $215K sold.

Arthur M. Cohen & Associates first reported a position in IJH in Q3 2014 and held it in 13 quarters. The position peaked at $762K in Q2 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Arthur M. Cohen & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Arthur M. Cohen & Associates sold 5,210 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $215K.
Arthur M. Cohen & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 13 quarters.
Arthur M. Cohen & Associates's iShares Core S&P Mid-Cap ETF position peaked at $762K in Q2 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2020, filed 14 Apr 2020.