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Edelman Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Edelman Financial Services’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
-20,704,155
Closed -$834M – 11
2018
Q3 		$834M Buy
20,704,155
+19,060
+0.1% +$766K 7.58% 5
2018
Q2 		$806M Sell
20,685,095
-76,160
-0.4% -$2.94M 7.66% 5
2018
Q1 		$779M Sell
20,761,255
-453,245
-2% -$17.3M 7.71% 5
2017
Q4 		$805M Sell
21,214,500
-12,920
-0.1% -$478K 8.19% 7
2017
Q3 		$760M Buy
21,227,420
+388,780
+2% +$13.5M 8.16% 7
2017
Q2 		$725M Buy
20,838,640
+395,175
+2% +$13.6M 8.22% 7
2017
Q1 		$700M Buy
20,443,465
+276,210
+1% +$9.4M 8.25% 7
2016
Q4 		$667M Sell
20,167,255
-139,215
-0.7% -$4.41M 8.39% 7
2016
Q3 		$628M Buy
20,306,470
+279,485
+1% +$8.64M 8.23% 7
2016
Q2 		$598M Buy
20,026,985
+321,500
+2% +$9.43M 8.15% 7
2016
Q1 		$568M Buy
19,705,485
+417,310
+2% +$11.1M 8.21% 7
2015
Q4 		$537M Buy
19,288,175
+424,185
+2% +$12.1M 8.11% 7
2015
Q3 		$515M Buy
18,863,990
+265,255
+1% +$7.71M 8.33% 7
2015
Q2 		$558M Buy
18,598,735
+118,850
+0.6% +$3.62M 8.61% 7
2015
Q1 		$562M Sell
18,479,885
-5,391,945
-23% -$160M 8.76% 7
2014
Q4 		$691M Buy
23,871,830
+361,665
+2% +$10.2M 11.31% 3
2014
Q3 		$643M Buy
23,510,165
+635,875
+3% +$17.9M 11.06% 3
2014
Q2 		$655M Buy
22,874,290
+527,385
+2% +$14.5M 11.33% 3
2014
Q1 		$614M Buy
22,346,905
+416,840
+2% +$11.2M 11.47% 3
2013
Q4 		$587M Buy
21,930,065
+10,905
+0% +$281K 11.65% 3
2013
Q3 		$544M Buy
21,919,160
+336,420
+2% +$8.21M 11.07% 4
2013
Q2 		$499M Buy
+21,582,740
New +$501M 11% 4

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

Edelman Financial Services's IJH Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 20,704,155 shares — an estimated $834M sold.

Edelman Financial Services first reported a position in IJH in Q2 2013 and held it in 22 quarters. The position peaked at $834M in Q3 2018. 1,265 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 20,704,155 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $834M.
  • Edelman Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $834M 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 Edelman Financial Services's 13F filing for Q4 2018.