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

Frisch Financial Group’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
Q1 		– Sell
-6,730
Closed -$224K – 108
2018
Q4 		$224K Buy
+6,730
New +$246K 0.16% 85

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Frisch Financial Group's IJH Position: Q1 2019 in Review

Frisch Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2019, closing a stake of 6,730 shares — an estimated $224K sold.

Frisch Financial Group first reported a position in IJH in Q4 2018 and held it in 1 quarter. The position peaked at $224K in Q4 2018. 1,285 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

  • Frisch Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Frisch Financial Group sold 6,730 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $224K.
  • Frisch Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Frisch Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $224K in Q4 2018.
  • 1,285 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on Frisch Financial Group's 13F filing for Q1 2019, filed 6 May 2019.