Capstone Investment Advisors
IJH icon

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

Capstone Investment Advisors’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
2018
Q1 		– Sell
-70,205
Closed -$2.66M – 444
2017
Q4 		$2.66M Buy
+70,205
New +$2.6M 0.08% 142
2017
Q2 		– Sell
-46,390
Closed -$1.59M – 775
2017
Q1 		$1.59M Buy
+46,390
New +$1.58M 0.04% 331

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 $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Capstone Investment Advisors's IJH Position: Q1 2018 in Review

Capstone Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 70,205 shares — an estimated $2.66M sold.

Capstone Investment Advisors first reported a position in IJH in Q1 2017 and held it in 2 quarters. The position peaked at $2.66M in Q4 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Capstone Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 70,205 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $2.66M.
  • Capstone Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.66M in Q4 2017.
  • 1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.