Great Point Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Great Point Wealth 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
2019 Q3	–	Sell	-53,625	Closed	-$2.08M	–	42
2019 Q2	$2.08M	Hold	53,625	–	–	1.68%	15
2019 Q1	$2.03M	Sell	53,625 -1,165	-2%	-$43K	1.72%	14
2018 Q4	$1.82M	Buy	+54,790	New	+$2M	1.72%	13

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Point Wealth Advisors's IJH Position: Q3 2019 in Review

Great Point Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 53,625 shares — an estimated $2.08M sold.

Great Point Wealth Advisors first reported a position in IJH in Q4 2018 and held it in 3 quarters. The position peaked at $2.08M in Q2 2019. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Great Point Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Great Point Wealth Advisors sold 53,625 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $2.08M.
Great Point Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
Great Point Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.08M in Q2 2019.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Great Point Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.