Blue Chip Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blue Chip Wealth Management’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 Q3	$1.65M	Buy	44,460 +40	+0.1%	+$1.5K	1.3%	20
2020 Q2	$1.58M	Sell	44,420 -280	-0.6%	-$9.3K	1.5%	17
2020 Q1	$1.29M	Sell	44,700 -1,680	-4%	-$62.5K	1.6%	16
2019 Q4	$1.91M	Buy	46,380 +205	+0.4%	+$8.12K	1.77%	16
2019 Q3	$1.78M	Hold	46,175	–	–	1.86%	15
2019 Q2	$1.79M	Sell	46,175 -745	-2%	-$28.6K	1.89%	15
2019 Q1	$1.78M	Sell	46,920 -2,560	-5%	-$94.5K	2.01%	13
2018 Q4	$1.64M	Sell	49,480 -3,395	-6%	-$124K	2.16%	12
2018 Q3	$2.13M	Sell	52,875 -1,060	-2%	-$42.6K	2.14%	12
2018 Q2	$2.1M	Buy	53,935 +2,300	+4%	+$88.8K	2.28%	12
2018 Q1	$1.94M	Buy	+51,635	New	+$1.98M	1.98%	10

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Chip Wealth Management's IJH Position: Q3 2020 in Review

Blue Chip Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q3 2020, buying an estimated $1.5K and bringing the position to 44,460 shares worth $1.65M. The position accounts for 1.3% of the portfolio, ranked #20.

Blue Chip Wealth Management first reported a position in IJH in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2018. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Blue Chip Wealth Management held 44,460 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q3 2020.
Blue Chip Wealth Management bought 40 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $1.5K.
iShares Core S&P Mid-Cap ETF made up 1.3% of Blue Chip Wealth Management's portfolio in Q3 2020, its #20 holding.
Blue Chip Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.13M in Q3 2018.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.