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Butensky & Cohen Financial Security’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Butensky & Cohen Financial Security’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
2017
Q3 		– Sell
-115
Closed -$4K – 94
2017
Q2 		$4K Buy
+115
New +$3.97K ﹤0.01% 114

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Butensky & Cohen Financial Security's IJH Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2017, closing a stake of 115 shares — an estimated $4K sold.

Butensky & Cohen Financial Security first reported a position in IJH in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 944 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

  • Butensky & Cohen Financial Security reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 115 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $4K.
  • Butensky & Cohen Financial Security first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 1 quarter.
  • Butensky & Cohen Financial Security's iShares Core S&P Mid-Cap ETF position peaked at $4K in Q2 2017.
  • 944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.