Cutter & Co Brokerage’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cutter & Co Brokerage’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	–	Sell	-6,690	Closed	-$259K	–	275
2019 Q3	$259K	Hold	6,690	–	–	0.08%	231
2019 Q2	$260K	Sell	6,690 -13,355	-67%	-$512K	0.08%	231
2019 Q1	$759K	Sell	20,045 -5,250	-21%	-$194K	0.22%	102
2018 Q4	$840K	Buy	25,295 +7,960	+46%	+$290K	0.32%	81
2018 Q3	$698K	Buy	17,335 +4,020	+30%	+$162K	0.24%	104
2018 Q2	$519K	Sell	13,315 -670	-5%	-$25.9K	0.2%	118
2018 Q1	$525K	Buy	+13,985	New	+$535K	0.21%	115

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

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

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

Cutter & Co Brokerage's IJH Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 6,690 shares — an estimated $259K sold.

Cutter & Co Brokerage first reported a position in IJH in Q1 2018 and held it in 7 quarters. The position peaked at $840K in Q4 2018. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Cutter & Co Brokerage reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 6,690 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $259K.
Cutter & Co Brokerage first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 7 quarters.
Cutter & Co Brokerage's iShares Core S&P Mid-Cap ETF position peaked at $840K in Q4 2018.
1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.