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Hapanowicz & Associates Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hapanowicz & Associates Financial Services’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
2017
Q3 		– Sell
-9,500
Closed -$330K – 15
2017
Q2 		$330K Buy
+9,500
New +$328K 0.28% 14

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Hapanowicz & Associates Financial Services's IJH Position: Q3 2017 in Review

Hapanowicz & Associates Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2017, closing a stake of 9,500 shares — an estimated $330K sold.

Hapanowicz & Associates Financial Services first reported a position in IJH in Q2 2017 and held it in 1 quarter. The position peaked at $330K in Q2 2017. 943 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

  • Hapanowicz & Associates Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 9,500 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $330K.
  • Hapanowicz & Associates Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $330K in Q2 2017.
  • 943 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q3 2017, filed 6 Nov 2017.