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

Guidant 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	$24K	Hold	625	–	–	0.01%	214
2019 Q2	$24K	Hold	625	–	–	0.01%	215
2019 Q1	$24K	Hold	625	–	–	0.01%	215
2018 Q4	$20K	Buy	+625	New	+$22.8K	0.01%	166
2017 Q3	–	Sell	-625	Closed	-$21K	–	204
2017 Q2	$21K	Hold	625	–	–	0.01%	153
2017 Q1	$21K	Hold	625	–	–	0.01%	135
2016 Q4	$21K	Hold	625	–	–	0.01%	124
2016 Q3	$19K	Buy	+625	New	+$19.3K	0.01%	123

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

Guidant Wealth Advisors's IJH Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2019 at 625 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #214.

Guidant Wealth Advisors first reported a position in IJH in Q3 2016 and has held it in 8 quarters since. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Guidant Wealth Advisors held 625 shares of iShares Core S&P Mid-Cap ETF worth $24K as of Q3 2019.
Guidant Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2019.
iShares Core S&P Mid-Cap ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #214 holding.
Guidant Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 8 quarters since.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.