Beacon Pointe Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beacon Pointe Wealth Advisors’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	$6.48M	Sell	157,510 -5,145	-3%	-$204K	1.19%	20
2019 Q3	$6.29M	Buy	162,655 +15,740	+11%	+$605K	1.32%	18
2019 Q2	$5.71M	Buy	146,915 +16,105	+12%	+$617K	1.21%	19
2019 Q1	$4.96M	Sell	130,810 -405	-0.3%	-$15K	1.13%	19
2018 Q4	$4.36M	Buy	+131,215	New	+$4.79M	1.57%	11

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

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

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

Beacon Pointe Wealth Advisors's IJH Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q4 2019, selling an estimated $204K and leaving 157,510 shares worth $6.48M. The position accounts for 1.19% of the portfolio, ranked #20.

Beacon Pointe Wealth Advisors first reported a position in IJH in Q4 2018 and has held it in 5 quarters since. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Beacon Pointe Wealth Advisors held 157,510 shares of iShares Core S&P Mid-Cap ETF worth $6.48M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 5,145 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $204K.
iShares Core S&P Mid-Cap ETF made up 1.19% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #20 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 5 quarters since.
1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.