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

Denver Investment 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
2018
Q1 		$623K Sell
16,605
-625
-4% -$23.9K 0.03% 289
2017
Q4 		$654K Hold
17,230
– – 0.03% 281
2017
Q3 		$616K Hold
17,230
– – 0.03% 288
2017
Q2 		$599K Buy
17,230
+11,375
+194% +$393K 0.03% 285
2017
Q1 		$200K Buy
+5,855
New +$199K 0.01% 440

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Denver Investment Advisors's IJH Position: Q1 2018 in Review

Denver Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q1 2018, selling an estimated $23.9K and leaving 16,605 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #289.

Denver Investment Advisors first reported a position in IJH in Q1 2017 and has held it in 5 quarters since. The position peaked at $654K in Q4 2017. 1,123 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Denver Investment Advisors held 16,605 shares of iShares Core S&P Mid-Cap ETF worth $623K as of Q1 2018.
  • Denver Investment Advisors sold 625 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $23.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Denver Investment Advisors's portfolio in Q1 2018, its #289 holding.
  • Denver Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 5 quarters since.
  • Denver Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $654K in Q4 2017.
  • 1,123 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.