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

Corient Capital Partners’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
2020 Q1	–	Sell	-8,785	Closed	-$362K	–	450
2019 Q4	$362K	Sell	8,785 -30	-0.3%	-$1.19K	0.05%	324
2019 Q3	$341K	Sell	8,815 -2,090	-19%	-$80.3K	0.05%	329
2019 Q2	$424K	Buy	10,905 +30	+0.3%	+$1.15K	0.07%	262
2019 Q1	$412K	Hold	10,875	–	–	0.07%	250
2018 Q4	$361K	Buy	+10,875	New	+$397K	0.06%	242
2018 Q1	–	Sell	-27,500	Closed	-$1.04M	–	269
2017 Q4	$1.04M	Buy	+27,500	New	+$1.02M	0.18%	132

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Capital Partners's IJH Position: Q1 2020 in Review

Corient Capital Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 8,785 shares — an estimated $362K sold.

Corient Capital Partners first reported a position in IJH in Q4 2017 and held it in 6 quarters. The position peaked at $1.04M in Q4 2017. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Corient Capital Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Corient Capital Partners sold 8,785 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $362K.
Corient Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 6 quarters.
Corient Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.04M in Q4 2017.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Corient Capital Partners's 13F filing for Q1 2020, filed 6 May 2020.