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Derby & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Derby & 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
2020
Q1 		– Sell
-15,470
Closed -$637K – 50
2019
Q4 		$637K Buy
+15,470
New +$613K 0.24% 32

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Derby & Company's IJH Position: Q1 2020 in Review

Derby & Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 15,470 shares — an estimated $637K sold.

Derby & Company first reported a position in IJH in Q4 2019 and held it in 1 quarter. The position peaked at $637K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Derby & Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 15,470 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $637K.
  • Derby & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's iShares Core S&P Mid-Cap ETF position peaked at $637K in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.