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

Fund Evaluation 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
2020
Q2 		– Sell
-8,455
Closed -$243K – 34
2020
Q1 		$243K Buy
+8,455
New +$314K 0.04% 37

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 $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fund Evaluation Group's IJH Position: Q2 2020 in Review

Fund Evaluation Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 8,455 shares — an estimated $243K sold.

Fund Evaluation Group first reported a position in IJH in Q1 2020 and held it in 1 quarter. The position peaked at $243K in Q1 2020. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • Fund Evaluation Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Fund Evaluation Group sold 8,455 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $243K.
  • Fund Evaluation Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Fund Evaluation Group's iShares Core S&P Mid-Cap ETF position peaked at $243K in Q1 2020.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Fund Evaluation Group's 13F filing for Q2 2020, filed 12 Aug 2020.