DBRC
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D.B. Root & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

D.B. Root & Company’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
2018
Q4 		– Sell
-4,980
Closed -$200K – 201
2018
Q3 		$200K Buy
+4,980
New +$200K 0.09% 206

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.B. Root & Company's IJH Position: Q4 2018 in Review

D.B. Root & Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 4,980 shares — an estimated $200K sold.

D.B. Root & Company first reported a position in IJH in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 1,265 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

  • D.B. Root & Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 4,980 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $200K.
  • D.B. Root & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • D.B. Root & Company's iShares Core S&P Mid-Cap ETF position peaked at $200K in Q3 2018.
  • 1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.