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Beck Mack & Oliver’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beck Mack & Oliver’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
2018
Q2 		– Sell
-6,455
Closed -$242K – 226
2018
Q1 		$242K Hold
6,455
– – 0.01% 198
2017
Q4 		$245K Sell
6,455
-500
-7% -$18.5K 0.01% 199
2017
Q3 		$249K Sell
6,955
-400
-5% -$13.9K 0.01% 197
2017
Q2 		$256K Buy
+7,355
New +$254K 0.01% 200

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Beck Mack & Oliver's IJH Position: Q2 2018 in Review

Beck Mack & Oliver sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2018, closing a stake of 6,455 shares — an estimated $242K sold.

Beck Mack & Oliver first reported a position in IJH in Q2 2017 and held it in 4 quarters. The position peaked at $256K in Q2 2017. 1,131 funds tracked by Wall St. Rank hold IJH as of Q2 2018.

  • Beck Mack & Oliver reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Beck Mack & Oliver sold 6,455 iShares Core S&P Mid-Cap ETF shares in Q2 2018, an estimated $242K.
  • Beck Mack & Oliver first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 4 quarters.
  • Beck Mack & Oliver's iShares Core S&P Mid-Cap ETF position peaked at $256K in Q2 2017.
  • 1,131 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2018.

Based on Beck Mack & Oliver's 13F filing for Q2 2018, filed 25 Jul 2018.