HA
IJH icon

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

Harfst & Associates’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
-284,325
Closed -$9.89M – 141
2017
Q2 		$9.89M Sell
284,325
-23,670
-8% -$817K 3.99% 5
2017
Q1 		$10.5M Buy
307,995
+6,225
+2% +$212K 4.56% 4
2016
Q4 		$9.98M Buy
+301,770
New +$9.57M 4.99% 5
2016
Q1 		– Sell
-4,975
Closed -$138K – 146
2015
Q4 		$138K Hold
4,975
– – 0.06% 114
2015
Q3 		$136K Hold
4,975
– – 0.06% 114
2015
Q2 		$149K Buy
+4,975
New +$152K 0.08% 94

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Harfst & Associates's IJH Position: Q3 2017 in Review

Harfst & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2017, closing a stake of 284,325 shares — an estimated $9.89M sold.

Harfst & Associates first reported a position in IJH in Q2 2015 and held it in 6 quarters. The position peaked at $10.5M in Q1 2017. 944 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

  • Harfst & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 284,325 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $9.89M.
  • Harfst & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and held it in 6 quarters.
  • Harfst & Associates's iShares Core S&P Mid-Cap ETF position peaked at $10.5M in Q1 2017.
  • 944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.