Avestar Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Avestar Capital’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	-9,420	Closed	-$387K	–	180
2019 Q4	$387K	Buy	9,420 +130	+1%	+$5.15K	0.22%	96
2019 Q3	$359K	Buy	9,290 +1,500	+19%	+$57.6K	0.22%	91
2019 Q2	$298K	Hold	7,790	–	–	0.19%	77
2019 Q1	$290K	Buy	7,790 +10	+0.1%	+$369	0.19%	74
2018 Q4	$256K	Buy	7,780 +4,840	+165%	+$177K	0.17%	82
2018 Q3	$117K	Hold	2,940	–	–	0.07%	179
2018 Q2	$112K	Buy	2,940 +25	+0.9%	+$966	0.07%	188
2018 Q1	$108K	Hold	2,915	–	–	0.07%	164
2017 Q4	$108K	Buy	+2,915	New	+$108K	0.08%	145

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

Avestar Capital's IJH Position: Q1 2020 in Review

Avestar Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 9,420 shares — an estimated $387K sold.

Avestar Capital first reported a position in IJH in Q4 2017 and held it in 9 quarters. The position peaked at $387K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Avestar Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Avestar Capital sold 9,420 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $387K.
Avestar Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
Avestar Capital's iShares Core S&P Mid-Cap ETF position peaked at $387K in Q4 2019.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Avestar Capital's 13F filing for Q1 2020, filed 12 May 2020.