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

Bell Rock 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	-1,035	Closed	-$43K	–	171
2019 Q4	$43K	Sell	1,035 -365	-26%	-$14.5K	0.04%	229
2019 Q3	$54K	Sell	1,400 -75	-5%	-$2.88K	0.05%	196
2019 Q2	$57K	Sell	1,475 -70	-5%	-$2.68K	0.05%	186
2019 Q1	$59K	Sell	1,545 -50	-3%	-$1.85K	0.03%	219
2018 Q4	$52K	Sell	1,595 -870	-35%	-$31.7K	0.03%	230
2018 Q3	$100K	Buy	2,465 +10	+0.4%	+$402	0.05%	192
2018 Q2	$96K	Sell	2,455 -275	-10%	-$10.6K	0.05%	194
2018 Q1	$104K	Buy	2,730 +25	+0.9%	+$956	0.06%	188
2017 Q4	$103K	Buy	2,705 +640	+31%	+$23.7K	0.06%	182
2017 Q3	$74K	Buy	+2,065	New	+$71.9K	0.04%	208

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

Bell Rock Capital's IJH Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 1,035 shares — an estimated $43K sold.

Bell Rock Capital first reported a position in IJH in Q3 2017 and held it in 10 quarters. The position peaked at $104K in Q1 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Bell Rock Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 1,035 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $43K.
Bell Rock Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 10 quarters.
Bell Rock Capital's iShares Core S&P Mid-Cap ETF position peaked at $104K in Q1 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.