Delphi Private Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Delphi Private Advisors’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 Q2	$39K	Hold	1,000	–	–	0.2%	20
2019 Q1	$38K	Sell	1,000 -200	-17%	-$7.39K	0.2%	12
2018 Q4	$40K	Sell	1,200 -415	-26%	-$15.1K	0.22%	17
2018 Q3	$65K	Sell	1,615 -10	-0.6%	-$402	0.22%	28
2018 Q2	$63K	Hold	1,625	–	–	0.21%	31
2018 Q1	$61K	Hold	1,625	–	–	0.24%	30
2017 Q4	$62K	Buy	1,625 +585	+56%	+$21.6K	0.15%	63
2017 Q3	$37K	Hold	1,040	–	–	0.11%	43
2017 Q2	$36K	Hold	1,040	–	–	0.07%	48
2017 Q1	$36K	Sell	1,040 -350	-25%	-$11.9K	0.07%	45
2016 Q4	$46K	Buy	+1,390	New	+$44.1K	0.08%	42

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Delphi Private Advisors's IJH Position: Q2 2019 in Review

Delphi Private Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2019 at 1,000 shares worth $39K. The position accounts for 0.2% of the portfolio, ranked #20.

Delphi Private Advisors first reported a position in IJH in Q4 2016 and has held it in 11 quarters since. The position peaked at $65K in Q3 2018. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

Delphi Private Advisors held 1,000 shares of iShares Core S&P Mid-Cap ETF worth $39K as of Q2 2019.
Delphi Private Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2019.
iShares Core S&P Mid-Cap ETF made up 0.2% of Delphi Private Advisors's portfolio in Q2 2019, its #20 holding.
Delphi Private Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 11 quarters since.
Delphi Private Advisors's iShares Core S&P Mid-Cap ETF position peaked at $65K in Q3 2018.
1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.