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

Boston 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 Q3	$553K	Buy	14,305 +625	+5%	+$24K	0.03%	448
2019 Q2	$531K	Sell	13,680 -1,275	-9%	-$48.9K	0.03%	470
2019 Q1	$566K	Buy	14,955 +4,650	+45%	+$172K	0.03%	448
2018 Q4	$342K	Buy	10,305 +555	+6%	+$20.3K	0.02%	511
2018 Q3	$393K	Buy	9,750 +775	+9%	+$31.2K	0.02%	516
2018 Q2	$350K	Buy	8,975 +625	+7%	+$24.1K	0.01%	552
2018 Q1	$313K	Sell	8,350 -50	-0.6%	-$1.91K	0.01%	560
2017 Q4	$319K	Buy	8,400 +725	+9%	+$26.8K	0.01%	559
2017 Q3	$275K	Sell	7,675 -1,275	-14%	-$44.4K	0.01%	583
2017 Q2	$311K	Sell	8,950 -37,650	-81%	-$1.3M	0.01%	568
2017 Q1	$1.6M	Sell	46,600 -52,360	-53%	-$1.78M	0.04%	298
2016 Q4	$3.27M	Buy	+98,960	New	+$3.14M	0.08%	266

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Advisors's IJH Position: Q3 2019 in Review

Boston Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q3 2019, buying an estimated $24K and bringing the position to 14,305 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #448.

Boston Advisors first reported a position in IJH in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2016. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Boston Advisors held 14,305 shares of iShares Core S&P Mid-Cap ETF worth $553K as of Q3 2019.
Boston Advisors bought 625 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $24K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #448 holding.
Boston Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 12 quarters since.
Boston Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.27M in Q4 2016.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.