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

Clarfeld Financial 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 Q4	$1.05M	Buy	+31,675	New	+$1.16M	0.87%	18

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarfeld Financial Advisors's IJH Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018: 31,675 shares worth $1.05M. The stake represents 0.87% of the portfolio and ranks #18 among its holdings.

1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

Clarfeld Financial Advisors held 31,675 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q4 2018.
iShares Core S&P Mid-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Core S&P Mid-Cap ETF made up 0.87% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #18 holding.
1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.