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

Aviance Capital 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 Q1	$340K	Sell	8,985 -1,715	-16%	-$63.3K	0.05%	139
2018 Q4	$355K	Sell	10,700 -8,430	-44%	-$308K	0.05%	132
2018 Q3	$770K	Sell	19,130 -19,220	-50%	-$773K	0.08%	109
2018 Q2	$1.49M	Sell	38,350 -3,635	-9%	-$140K	0.12%	95
2018 Q1	$1.57M	Sell	41,985 -18,575	-31%	-$711K	0.12%	97
2017 Q4	$2.3M	Sell	60,560 -12,175	-17%	-$450K	0.16%	86
2017 Q3	$2.6M	Sell	72,735 -11,750	-14%	-$409K	0.18%	81
2017 Q2	$2.94M	Sell	84,485 -37,840	-31%	-$1.31M	0.18%	84
2017 Q1	$4.19M	Sell	122,325 -63,015	-34%	-$2.14M	0.23%	77
2016 Q4	$6.13M	Sell	185,340 -15,315	-8%	-$486K	0.32%	65
2016 Q3	$6.21M	Buy	200,655 +78,845	+65%	+$2.44M	0.17%	108
2016 Q2	$3.64M	Buy	121,810 +69,500	+133%	+$2.04M	0.11%	121
2016 Q1	$1.51M	Buy	52,310 +13,510	+35%	+$361K	0.05%	148
2015 Q4	$1.08M	Buy	38,800 +10,830	+39%	+$309K	0.04%	159
2015 Q3	$764K	Buy	+27,970	New	+$813K	0.03%	157
2015 Q2	–	Sell	-8,355	Closed	-$254K	–	142
2015 Q1	$254K	Buy	+8,355	New	+$247K	0.01%	236

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Aviance Capital Management's IJH Position: Q1 2019 in Review

Aviance Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2019, selling an estimated $63.3K and leaving 8,985 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #139.

Aviance Capital Management first reported a position in IJH in Q1 2015 and has held it in 16 quarters since. The position peaked at $6.21M in Q3 2016. 1,285 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

Aviance Capital Management held 8,985 shares of iShares Core S&P Mid-Cap ETF worth $340K as of Q1 2019.
Aviance Capital Management sold 1,715 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $63.3K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Aviance Capital Management's portfolio in Q1 2019, its #139 holding.
Aviance Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 16 quarters since.
Aviance Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $6.21M in Q3 2016.
1,285 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.