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

Edmonds Duncan Registered 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
2020
Q1 		– Sell
-190,480
Closed -$7.84M – 119
2019
Q4 		$7.84M Sell
190,480
-16,770
-8% -$665K 3.18% 9
2019
Q3 		$8.01M Sell
207,250
-4,395
-2% -$169K 3.37% 9
2019
Q2 		$8.25M Buy
211,645
+20,010
+10% +$767K 3.4% 9
2019
Q1 		$7.26M Buy
191,635
+4,350
+2% +$161K 3.02% 10
2018
Q4 		$6.22M Buy
187,285
+5,865
+3% +$214K 2.91% 10
2018
Q3 		$7.3M Buy
181,420
+10,455
+6% +$420K 2.99% 12
2018
Q2 		$6.66M Buy
170,965
+3,220
+2% +$124K 2.9% 11
2018
Q1 		$6.29M Buy
167,745
+8,615
+5% +$330K 2.83% 11
2017
Q4 		$6.04M Buy
159,130
+4,415
+3% +$163K 2.72% 12
2017
Q3 		$5.67M Buy
154,715
+138,105
+831% +$4.81M 2.63% 12
2017
Q2 		$578K Buy
16,610
+275
+2% +$9.49K 0.33% 54
2017
Q1 		$569K Buy
16,335
+2,140
+15% +$72.8K 0.3% 55
2016
Q4 		$469K Buy
14,195
+1,130
+9% +$35.8K 0.27% 59
2016
Q3 		$396K Buy
13,065
+415
+3% +$12.8K 0.24% 74
2016
Q2 		$395K Buy
12,650
+1,725
+16% +$50.6K 0.24% 68
2016
Q1 		$315K Buy
10,925
+1,430
+15% +$38.2K 0.21% 78
2015
Q4 		$265K Buy
+9,495
New +$271K 0.18% 82

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 $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Edmonds Duncan Registered Investment Advisors's IJH Position: Q1 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 190,480 shares — an estimated $7.84M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in IJH in Q4 2015 and held it in 17 quarters. The position peaked at $8.25M in Q2 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Edmonds Duncan Registered Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 190,480 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $7.84M.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 17 quarters.
  • Edmonds Duncan Registered Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.25M in Q2 2019.
  • 1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.