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

Crossmark Global Holdings’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
2019 Q1	–	Sell	-103,750	Closed	-$3.45M	–	1395
2018 Q4	$3.45M	Sell	103,750 -12,445	-11%	-$454K	0.11%	230
2018 Q3	$4.68M	Buy	116,195 +35,745	+44%	+$1.44M	0.12%	208
2018 Q2	$3.13M	Buy	80,450 +5,090	+7%	+$197K	0.08%	272
2018 Q1	$2.83M	Sell	75,360 -1,690	-2%	-$64.6K	0.07%	321
2017 Q4	$2.92M	Sell	77,050 -3,940	-5%	-$146K	0.07%	330
2017 Q3	$2.9M	Buy	+80,990	New	+$2.82M	0.07%	316
2016 Q3	$2.9M	Buy	+80,990	New	+$2.5M	0.07%	316

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crossmark Global Holdings's IJH Position: Q1 2019 in Review

Crossmark Global Holdings sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2019, closing a stake of 103,750 shares — an estimated $3.45M sold.

Crossmark Global Holdings first reported a position in IJH in Q3 2016 and held it in 7 quarters. The position peaked at $4.68M in Q3 2018. 1,284 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

Crossmark Global Holdings reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
Crossmark Global Holdings sold 103,750 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $3.45M.
Crossmark Global Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 7 quarters.
Crossmark Global Holdings's iShares Core S&P Mid-Cap ETF position peaked at $4.68M in Q3 2018.
1,284 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on Crossmark Global Holdings's 13F filing for Q1 2019, filed 2 May 2019.