Global Financial Private Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Global Financial Private Capital’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	$38K	Sell	1,065 -245	-19%	-$8.14K	﹤0.01%	282
2020 Q1	$38K	Sell	1,310 -110	-8%	-$4.09K	﹤0.01%	283
2019 Q4	$58K	Sell	1,420 -560	-28%	-$22.2K	﹤0.01%	294
2019 Q3	$77K	Sell	1,980 -3,075	-61%	-$118K	﹤0.01%	274
2019 Q2	$196K	Buy	+5,055	New	+$194K	0.01%	267
2018 Q4	–	Sell	-15,040	Closed	-$606K	–	416
2018 Q3	$606K	Buy	15,040 +3,175	+27%	+$128K	0.02%	350
2018 Q2	$463K	Buy	11,865 +2,095	+21%	+$80.9K	0.02%	391
2018 Q1	$367K	Sell	9,770 -5,920	-38%	-$226K	0.01%	413
2017 Q4	$596K	Buy	15,690 +760	+5%	+$28.1K	0.02%	317
2017 Q3	$534K	Buy	+14,930	New	+$520K	0.02%	317

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Financial Private Capital's IJH Position: Q2 2020 in Review

Global Financial Private Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2020, selling an estimated $8.14K and leaving 1,065 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Global Financial Private Capital first reported a position in IJH in Q3 2017 and has held it in 10 quarters since. The position peaked at $606K in Q3 2018. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Global Financial Private Capital held 1,065 shares of iShares Core S&P Mid-Cap ETF worth $38K as of Q2 2020.
Global Financial Private Capital sold 245 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $8.14K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #282 holding.
Global Financial Private Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 10 quarters since.
Global Financial Private Capital's iShares Core S&P Mid-Cap ETF position peaked at $606K in Q3 2018.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.