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Capstone Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capstone Financial Group’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
Q3 		$39K Hold
1,020
– – 0.03% 135
2020
Q2 		$36K Hold
1,020
– – 0.03% 129
2020
Q1 		$29K Buy
1,020
+115
+13% +$4.28K 0.03% 121
2019
Q4 		$37K Buy
+905
New +$35.9K 0.04% 127

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capstone Financial Group's IJH Position: Q3 2020 in Review

Capstone Financial Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2020 at 1,020 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #135.

Capstone Financial Group first reported a position in IJH in Q4 2019 and has held it in 4 quarters since. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

  • Capstone Financial Group held 1,020 shares of iShares Core S&P Mid-Cap ETF worth $39K as of Q3 2020.
  • Capstone Financial Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2020.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Capstone Financial Group's portfolio in Q3 2020, its #135 holding.
  • Capstone Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.