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Gerstein Fisher’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Gerstein Fisher’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
2014
Q1 		– Sell
-22,440
Closed -$601K – 365
2013
Q4 		$601K Sell
22,440
-195
-0.9% -$5.03K 0.12% 157
2013
Q3 		$562K Sell
22,635
-545
-2% -$13.3K 0.12% 157
2013
Q2 		$535K Buy
+23,180
New +$538K 0.13% 145

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Gerstein Fisher's IJH Position: Q1 2014 in Review

Gerstein Fisher sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2014, closing a stake of 22,440 shares — an estimated $601K sold.

Gerstein Fisher first reported a position in IJH in Q2 2013 and held it in 3 quarters. The position peaked at $601K in Q4 2013. 529 funds tracked by Wall St. Rank hold IJH as of Q1 2014.

  • Gerstein Fisher reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 22,440 iShares Core S&P Mid-Cap ETF shares in Q1 2014, an estimated $601K.
  • Gerstein Fisher first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's iShares Core S&P Mid-Cap ETF position peaked at $601K in Q4 2013.
  • 529 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.