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

Convergent Wealth 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
2014
Q4 		– Sell
-53,020
Closed -$1.45M – 32
2014
Q3 		$1.45M Buy
53,020
+8,590
+19% +$242K 0.2% 24
2014
Q2 		$1.27M Buy
44,430
+655
+1% +$18K 0.18% 21
2014
Q1 		$1.2M Buy
43,775
+25,770
+143% +$693K 0.19% 18
2013
Q4 		$482K Hold
18,005
– – 0.08% 28
2013
Q3 		$447K Buy
+18,005
New +$439K 0.09% 26

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Convergent Wealth Advisors's IJH Position: Q4 2014 in Review

Convergent Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2014, closing a stake of 53,020 shares — an estimated $1.45M sold.

Convergent Wealth Advisors first reported a position in IJH in Q3 2013 and held it in 5 quarters. The position peaked at $1.45M in Q3 2014. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

  • Convergent Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Convergent Wealth Advisors sold 53,020 iShares Core S&P Mid-Cap ETF shares in Q4 2014, an estimated $1.45M.
  • Convergent Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 5 quarters.
  • Convergent Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.45M in Q3 2014.
  • 599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Convergent Wealth Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.