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

Contravisory Investment 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
2021 Q1	–	Sell	-855	Closed	-$39K	–	274
2020 Q4	$39K	Hold	855	–	–	0.01%	213
2020 Q3	$32K	Buy	+855	New	+$32K	0.01%	207
2019 Q1	–	Sell	-215	Closed	-$7K	–	321
2018 Q4	$7K	Hold	215	–	–	﹤0.01%	252
2018 Q3	$9K	Buy	215 +135	+169%	+$5.43K	﹤0.01%	239
2018 Q2	$3K	Hold	80	–	–	﹤0.01%	311
2018 Q1	$3K	Buy	+80	New	+$3.06K	﹤0.01%	315

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Contravisory Investment Management's IJH Position: Q1 2021 in Review

Contravisory Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2021, closing a stake of 855 shares — an estimated $39K sold.

Contravisory Investment Management first reported a position in IJH in Q1 2018 and held it in 6 quarters. The position peaked at $39K in Q4 2020. 1,616 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Contravisory Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Contravisory Investment Management sold 855 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $39K.
Contravisory Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 6 quarters.
Contravisory Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $39K in Q4 2020.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Contravisory Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.