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Carlson Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carlson Capital Management’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
2019
Q3 		– Sell
-5,395
Closed -$210K – 109
2019
Q2 		$210K Buy
+5,395
New +$207K 0.05% 93

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carlson Capital Management's IJH Position: Q3 2019 in Review

Carlson Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 5,395 shares — an estimated $210K sold.

Carlson Capital Management first reported a position in IJH in Q2 2019 and held it in 1 quarter. The position peaked at $210K in Q2 2019. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

  • Carlson Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Carlson Capital Management sold 5,395 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $210K.
  • Carlson Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and held it in 1 quarter.
  • Carlson Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $210K in Q2 2019.
  • 1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Carlson Capital Management's 13F filing for Q3 2019, filed 29 Oct 2019.