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

Axa’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 Q4	–	Sell	-39,975	Closed	-$1.54M	–	1242
2019 Q3	$1.54M	Buy	39,975 +7,000	+21%	+$269K	0.01%	911
2019 Q2	$1.28M	Buy	32,975 +6,100	+23%	+$234K	0.01%	928
2019 Q1	$1.02M	Buy	26,875 +7,600	+39%	+$281K	﹤0.01%	971
2018 Q4	$640K	Hold	19,275	–	–	﹤0.01%	1047
2018 Q3	$776K	Hold	19,275	–	–	﹤0.01%	1082
2018 Q2	$751K	Hold	19,275	–	–	﹤0.01%	1066
2018 Q1	$723K	Hold	19,275	–	–	﹤0.01%	1075
2017 Q4	$732K	Hold	19,275	–	–	﹤0.01%	1082
2017 Q3	$690K	Hold	19,275	–	–	﹤0.01%	1051
2017 Q2	$671K	Hold	19,275	–	–	﹤0.01%	1009
2017 Q1	$660K	Hold	19,275	–	–	﹤0.01%	1025
2016 Q4	$637K	Hold	19,275	–	–	﹤0.01%	1000
2016 Q3	$596K	Hold	19,275	–	–	﹤0.01%	993
2016 Q2	$576K	Hold	19,275	–	–	﹤0.01%	981
2016 Q1	$556K	Hold	19,275	–	–	﹤0.01%	973
2015 Q4	$537K	Hold	19,275	–	–	﹤0.01%	1020
2015 Q3	$527K	Hold	19,275	–	–	﹤0.01%	1036
2015 Q2	$578K	Hold	19,275	–	–	﹤0.01%	1056
2015 Q1	$586K	Hold	19,275	–	–	﹤0.01%	1062
2014 Q4	$558K	Hold	19,275	–	–	﹤0.01%	1083
2014 Q3	$527K	Hold	19,275	–	–	﹤0.01%	1052
2014 Q2	$552K	Hold	19,275	–	–	﹤0.01%	1044
2014 Q1	$530K	Hold	19,275	–	–	﹤0.01%	1052
2013 Q4	$516K	Hold	19,275	–	–	﹤0.01%	1056
2013 Q3	$479K	Hold	19,275	–	–	﹤0.01%	1009
2013 Q2	$445K	Buy	+19,275	New	+$447K	﹤0.01%	987

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axa's IJH Position: Q4 2019 in Review

Axa sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 39,975 shares — an estimated $1.54M sold.

Axa first reported a position in IJH in Q2 2013 and held it in 26 quarters. The position peaked at $1.54M in Q3 2019. 1,505 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Axa reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Axa sold 39,975 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $1.54M.
Axa first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 26 quarters.
Axa's iShares Core S&P Mid-Cap ETF position peaked at $1.54M in Q3 2019.
1,505 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.