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Bingham Osborn & Scarborough’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bingham Osborn & Scarborough’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
-5,310
Closed -$219K – 156
2019
Q4 		$219K Sell
5,310
-2,000
-27% -$79.3K 0.02% 155
2019
Q3 		$283K Buy
+7,310
New +$281K 0.03% 115

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bingham Osborn & Scarborough's IJH Position: Q1 2020 in Review

Bingham Osborn & Scarborough sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 5,310 shares — an estimated $219K sold.

Bingham Osborn & Scarborough first reported a position in IJH in Q3 2019 and held it in 2 quarters. The position peaked at $283K in Q3 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Bingham Osborn & Scarborough reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 5,310 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $219K.
  • Bingham Osborn & Scarborough first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 2 quarters.
  • Bingham Osborn & Scarborough's iShares Core S&P Mid-Cap ETF position peaked at $283K in Q3 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2020, filed 5 May 2020.