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Brooks Moore & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brooks Moore & Associates’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
-6,000
Closed -$247K – 86
2019
Q4 		$247K Hold
6,000
– – 0.2% 91
2019
Q3 		$232K Hold
6,000
– – 0.2% 91
2019
Q2 		$233K Hold
6,000
– – 0.2% 93
2019
Q1 		$227K Buy
+6,000
New +$222K 0.21% 86

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

Brooks Moore & Associates's IJH Position: Q1 2020 in Review

Brooks Moore & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 6,000 shares — an estimated $247K sold.

Brooks Moore & Associates first reported a position in IJH in Q1 2019 and held it in 4 quarters. The position peaked at $247K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Brooks Moore & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Brooks Moore & Associates sold 6,000 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $247K.
  • Brooks Moore & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 4 quarters.
  • Brooks Moore & Associates's iShares Core S&P Mid-Cap ETF position peaked at $247K in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Brooks Moore & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.