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Cabana LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cabana LLC’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 		$49K Buy
+1,370
New +$45.5K ﹤0.01% 74
2020
Q1 		– Sell
-1,625
Closed -$67K – 48
2019
Q4 		$67K Buy
+1,625
New +$64.4K 0.01% 71
2019
Q1 		– Sell
-27,070
Closed -$899K – 48
2018
Q4 		$899K Buy
+27,070
New +$988K 0.19% 27

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

Cabana LLC's IJH Position: Q2 2020 in Review

Cabana LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020: 1,370 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #74 among its holdings. This is a return to the name: Cabana LLC previously reported a position in IJH as recently as Q4 2019.

Cabana LLC first reported a position in IJH in Q4 2018 and has held it in 3 quarters since. The position peaked at $899K in Q4 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • Cabana LLC held 1,370 shares of iShares Core S&P Mid-Cap ETF worth $49K as of Q2 2020.
  • iShares Core S&P Mid-Cap ETF was a new Cabana LLC position in Q2 2020.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Cabana LLC's portfolio in Q2 2020, its #74 holding.
  • Cabana LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 3 quarters since.
  • Cabana LLC's iShares Core S&P Mid-Cap ETF position peaked at $899K in Q4 2018.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.