BAM
IJH icon

Boyar Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Boyar Asset 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
2014
Q4 		– Sell
-87,790
Closed -$2.46M – 66
2014
Q3 		$2.46M Buy
87,790
+39,220
+81% +$1.11M 1.9% 23
2014
Q2 		$1.39M Buy
48,570
+6,590
+16% +$181K 1.11% 39
2014
Q1 		$1.15M Buy
41,980
+12,360
+42% +$333K 0.94% 40
2013
Q4 		$793K Buy
29,620
+14,145
+91% +$365K 0.66% 44
2013
Q3 		$384K Buy
+15,475
New +$378K 0.37% 55

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boyar Asset Management's IJH Position: Q4 2014 in Review

Boyar Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2014, closing a stake of 87,790 shares — an estimated $2.46M sold.

Boyar Asset Management first reported a position in IJH in Q3 2013 and held it in 5 quarters. The position peaked at $2.46M in Q3 2014. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

  • Boyar Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Boyar Asset Management sold 87,790 iShares Core S&P Mid-Cap ETF shares in Q4 2014, an estimated $2.46M.
  • Boyar Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 5 quarters.
  • Boyar Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.46M in Q3 2014.
  • 599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Boyar Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.