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

Breiter Capital 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 Q2	–	Sell	-10,615	Closed	-$305K	–	113
2020 Q1	$305K	Hold	10,615	–	–	0.36%	74
2019 Q4	$437K	Buy	10,615 +95	+0.9%	+$3.77K	0.47%	59
2019 Q3	$407K	Hold	10,520	–	–	0.54%	55
2019 Q2	$409K	Sell	10,520 -1,245	-11%	-$47.7K	0.55%	57
2019 Q1	$441K	Buy	11,765 +1,330	+13%	+$49.1K	0.59%	64
2018 Q4	$347K	Buy	10,435 +75	+0.7%	+$2.74K	0.7%	53
2018 Q3	$417K	Sell	10,360 -1,405	-12%	-$56.5K	0.53%	68
2018 Q2	$458K	Hold	11,765	–	–	0.64%	61
2018 Q1	$441K	Sell	11,765 -310	-3%	-$11.9K	0.6%	63
2017 Q4	$458K	Buy	+12,075	New	+$447K	0.66%	56

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

RJA

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

Breiter Capital Management's IJH Position: Q2 2020 in Review

Breiter Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 10,615 shares — an estimated $305K sold.

Breiter Capital Management first reported a position in IJH in Q4 2017 and held it in 10 quarters. The position peaked at $458K in Q2 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Breiter Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Breiter Capital Management sold 10,615 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $305K.
Breiter Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
Breiter Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $458K in Q2 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Breiter Capital Management's 13F filing for Q2 2020, filed 15 Jul 2020.