CISOA
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Capital Investment Services of America’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capital Investment Services of America’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
Q4 		– Sell
-5,690
Closed -$204K – 72
2017
Q3 		$204K Buy
+5,690
New +$198K 0.03% 71

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Capital Investment Services of America's IJH Position: Q4 2017 in Review

Capital Investment Services of America sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 5,690 shares — an estimated $204K sold.

Capital Investment Services of America first reported a position in IJH in Q3 2017 and held it in 1 quarter. The position peaked at $204K in Q3 2017. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Capital Investment Services of America reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Capital Investment Services of America sold 5,690 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $204K.
  • Capital Investment Services of America first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Capital Investment Services of America's iShares Core S&P Mid-Cap ETF position peaked at $204K in Q3 2017.
  • 1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Capital Investment Services of America's 13F filing for Q4 2017, filed 9 Jan 2018.