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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
-44,880
Closed -$1.2M – 381
2013
Q4 		$1.2M Buy
44,880
+22,245
+98% +$574K 0.04% 266
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 $1.56T AUM 27.86% 1-Year Est. Return
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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 44,880 shares — an estimated $1.2M sold.

Gerstein Fisher first reported a position in IJH in Q2 2013 and held it in 3 quarters. The position peaked at $1.2M 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 44,880 iShares Core S&P Mid-Cap ETF shares in Q1 2014, an estimated $1.2M.
  • 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 $1.2M 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.