Edge Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Edge Wealth Management’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	-200	Closed	-$8K	–	648
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	444
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	450
2019 Q2	$8K	Hold	200	–	–	﹤0.01%	442
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	425
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	437
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	459
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	446
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	409
2017 Q4	$7K	Hold	200	–	–	﹤0.01%	418
2017 Q3	$7K	Hold	200	–	–	﹤0.01%	411
2017 Q2	$7K	Hold	200	–	–	﹤0.01%	408
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	385
2016 Q4	$7K	Hold	200	–	–	﹤0.01%	369
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	382
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	357
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	330
2015 Q4	$6K	Buy	+200	New	+$5.71K	﹤0.01%	332

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edge Wealth Management's IJH Position: Q1 2020 in Review

Edge Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 200 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in IJH in Q4 2015 and held it in 17 quarters. The position peaked at $8K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Edge Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 200 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $8K.
Edge Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 17 quarters.
Edge Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $8K 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 Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.