CK
IJH icon

Carnick & Kubik’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carnick & Kubik’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
2013
Q4 		– Sell
-58,325
Closed -$1.45M – 158
2013
Q3 		$1.45M Buy
+58,325
New +$1.42M 2.22% 7

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carnick & Kubik's IJH Position: Q4 2013 in Review

Carnick & Kubik sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2013, closing a stake of 58,325 shares — an estimated $1.45M sold.

Carnick & Kubik first reported a position in IJH in Q3 2013 and held it in 1 quarter. The position peaked at $1.45M in Q3 2013. 512 funds tracked by Wall St. Rank hold IJH as of Q4 2013.

  • Carnick & Kubik reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • Carnick & Kubik sold 58,325 iShares Core S&P Mid-Cap ETF shares in Q4 2013, an estimated $1.45M.
  • Carnick & Kubik first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 1 quarter.
  • Carnick & Kubik's iShares Core S&P Mid-Cap ETF position peaked at $1.45M in Q3 2013.
  • 512 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2013.

Based on Carnick & Kubik's 13F filing for Q4 2013, filed 14 Feb 2014.