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Global Beta Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Global Beta Advisors’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
-1,641,695
Closed -$47.2M – 1
2020
Q1 		$47.2M Buy
1,641,695
+168,030
+11% +$6.25M 12.22% 3
2019
Q4 		$60.7M Sell
1,473,665
-628,845
-30% -$24.9M 12.63% 3
2019
Q3 		$81.3M Hold
2,102,510
– – 19.98% 1
2019
Q2 		$81.3M Sell
2,102,510
-350,655
-14% -$13.4M 20.03% 1
2019
Q1 		$92.9M Buy
2,453,165
+644,155
+36% +$23.8M 22.79% 1
2018
Q4 		$60.1M Buy
+1,809,010
New +$66M 20.28% 1

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

Global Beta Advisors's IJH Position: Q2 2020 in Review

Global Beta Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 1,641,695 shares — an estimated $47.2M sold.

Global Beta Advisors first reported a position in IJH in Q4 2018 and held it in 6 quarters. The position peaked at $92.9M in Q1 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • Global Beta Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Global Beta Advisors sold 1,641,695 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $47.2M.
  • Global Beta Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
  • Global Beta Advisors's iShares Core S&P Mid-Cap ETF position peaked at $92.9M in Q1 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Global Beta Advisors's 13F filing for Q2 2020.