Capital Fund Management (CFM)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capital Fund Management (CFM)’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
2025 Q3	–	Sell	-19,000	Closed	-$1.18M	–	2565
2025 Q2	$1.18M	Buy	19,000 +5,500	+41%	+$323K	﹤0.01%	1940
2025 Q1	$788K	Buy	+13,500	New	+$838K	﹤0.01%	1739
2018 Q4	–	Sell	-21,500	Closed	-$866K	–	2017
2018 Q3	$866K	Buy	+21,500	New	+$864K	﹤0.01%	1418
2018 Q1	–	Sell	-122,500	Closed	-$4.65M	–	1990
2017 Q4	$4.65M	Buy	+122,500	New	+$4.53M	0.03%	698

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Fund Management (CFM)'s IJH Position: Q2 2020 in Review

Capital Fund Management (CFM) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 10,340 shares — an estimated $298K sold.

Capital Fund Management (CFM) first reported a position in IJH in Q3 2014 and held it in 12 quarters. The position peaked at $6.11M in Q4 2015. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Capital Fund Management (CFM) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Capital Fund Management (CFM) sold 10,340 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $298K.
Capital Fund Management (CFM) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 12 quarters.
Capital Fund Management (CFM)'s iShares Core S&P Mid-Cap ETF position peaked at $6.11M in Q4 2015.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2020, filed 13 Aug 2020.