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

Foresters Asset 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
2019 Q2	$3.15M	Sell	81,000 -1,500	-2%	-$57.5K	1.62%	11
2019 Q1	$3.12M	Sell	82,500 -2,000	-2%	-$73.9K	1.62%	10
2018 Q4	$2.84M	Buy	84,500 +2,000	+2%	+$73K	1.58%	13
2018 Q3	$4.26M	Buy	82,500 +8,000	+11%	+$322K	1.41%	21
2018 Q2	$3.82M	Buy	74,500 +1,500	+2%	+$57.9K	1.34%	18
2018 Q1	$2.63M	Sell	73,000 -1,000	-1%	-$38.3K	1.95%	18
2017 Q4	$3.56M	Buy	+74,000	New	+$2.74M	1.42%	15

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foresters Asset Management's IJH Position: Q2 2019 in Review

Foresters Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2019, selling an estimated $57.5K and leaving 81,000 shares worth $3.15M. The position accounts for 1.62% of the portfolio, ranked #11.

Foresters Asset Management first reported a position in IJH in Q4 2017 and has held it in 7 quarters since. The position peaked at $4.26M in Q3 2018. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

Foresters Asset Management held 81,000 shares of iShares Core S&P Mid-Cap ETF worth $3.15M as of Q2 2019.
Foresters Asset Management sold 1,500 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $57.5K.
iShares Core S&P Mid-Cap ETF made up 1.62% of Foresters Asset Management's portfolio in Q2 2019, its #11 holding.
Foresters Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 7 quarters since.
Foresters Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $4.26M in Q3 2018.
1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on Foresters Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.