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

Crow Point 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
2019 Q4	$8.87M	Buy	393,805 +367,720	+1,410%	+$14.6M	13.86%	1
2019 Q3	$1M	Sell	26,085 -205	-0.8%	-$7.88K	0.15%	65
2019 Q2	$1.02M	Sell	26,290 -13,000	-33%	-$498K	0.16%	49
2019 Q1	$1.49M	Buy	39,290 +1,310	+3%	+$48.4K	0.25%	41
2018 Q4	$1.25M	Sell	37,980 -28,550	-43%	-$1.04M	0.23%	44
2018 Q3	$2.68M	Buy	66,530 +17,285	+35%	+$695K	0.46%	32
2018 Q2	$1.92M	Sell	49,245 -15,580	-24%	-$602K	0.36%	36
2018 Q1	$2.43M	Buy	+64,825	New	+$2.48M	0.45%	34

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crow Point Partners's IJH Position: Q4 2019 in Review

Crow Point Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1,410% in Q4 2019, buying an estimated $14.6M and bringing the position to 393,805 shares worth $8.87M. The position accounts for 13.86% of the portfolio, ranked #1.

Crow Point Partners first reported a position in IJH in Q1 2018 and has held it in 8 quarters since. 1,505 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Crow Point Partners held 393,805 shares of iShares Core S&P Mid-Cap ETF worth $8.87M as of Q4 2019.
Crow Point Partners bought 367,720 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $14.6M.
iShares Core S&P Mid-Cap ETF made up 13.86% of Crow Point Partners's portfolio in Q4 2019, its #1 holding.
Crow Point Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 8 quarters since.
1,505 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.