Empirical Finance’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Empirical Finance’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	-26,025	Closed	-$1.07M	–	221
2019 Q4	$1.07M	Hold	26,025	–	–	0.26%	88
2019 Q3	$1.01M	Hold	26,025	–	–	0.28%	78
2019 Q2	$1.01M	Sell	26,025 -70	-0.3%	-$2.68K	0.28%	72
2019 Q1	$988K	Sell	26,095 -10	-0%	-$369	0.25%	83
2018 Q4	$867K	Buy	+26,105	New	+$952K	0.26%	87
2018 Q2	–	Sell	-26,095	Closed	-$988K	–	164
2018 Q1	$988K	Buy	26,095 +11,525	+79%	+$441K	0.25%	83
2017 Q4	$553K	Sell	14,570 -970	-6%	-$35.9K	0.18%	86
2017 Q3	$557K	Sell	15,540 -940	-6%	-$32.7K	0.19%	89
2017 Q2	$574K	Buy	+16,480	New	+$569K	0.22%	87

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empirical Finance's IJH Position: Q1 2020 in Review

Empirical Finance sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 26,025 shares — an estimated $1.07M sold.

Empirical Finance first reported a position in IJH in Q2 2017 and held it in 9 quarters. The position peaked at $1.07M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Empirical Finance reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Empirical Finance sold 26,025 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $1.07M.
Empirical Finance first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 9 quarters.
Empirical Finance's iShares Core S&P Mid-Cap ETF position peaked at $1.07M 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 Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.