Cougar Global Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cougar Global Investments’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 Q3	$3.02M	Sell	81,550 -5,995	-7%	-$224K	2.72%	12
2020 Q2	$3.11M	Buy	+87,545	New	+$2.91M	2.59%	13
2019 Q1	–	Sell	-323,620	Closed	-$10.7M	–	21
2018 Q4	$10.7M	Sell	323,620 -461,340	-59%	-$16.8M	7.6%	7
2018 Q3	$31.6M	Buy	784,960 +328,450	+72%	+$13.2M	19.76%	3
2018 Q2	$17.8M	Buy	456,510 +43,695	+11%	+$1.69M	11.42%	3
2018 Q1	$15.5M	Buy	412,815 +202,635	+96%	+$7.75M	9.92%	3
2017 Q4	$7.98M	Buy	210,180 +118,920	+130%	+$4.4M	4.97%	9
2017 Q3	$3.27M	Buy	+91,260	New	+$3.18M	2.09%	10

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

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

RJA

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

Cougar Global Investments's IJH Position: Q3 2020 in Review

Cougar Global Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q3 2020, selling an estimated $224K and leaving 81,550 shares worth $3.02M. The position accounts for 2.72% of the portfolio, ranked #12.

Cougar Global Investments first reported a position in IJH in Q3 2017 and has held it in 8 quarters since. The position peaked at $31.6M in Q3 2018. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Cougar Global Investments held 81,550 shares of iShares Core S&P Mid-Cap ETF worth $3.02M as of Q3 2020.
Cougar Global Investments sold 5,995 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $224K.
iShares Core S&P Mid-Cap ETF made up 2.72% of Cougar Global Investments's portfolio in Q3 2020, its #12 holding.
Cougar Global Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 8 quarters since.
Cougar Global Investments's iShares Core S&P Mid-Cap ETF position peaked at $31.6M in Q3 2018.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Cougar Global Investments's 13F filing for Q3 2020, filed 6 Oct 2020.