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

HL 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
2019
Q1 		$18.5M Buy
489,195
+64,330
+15% +$2.38M 0.29% 57
2018
Q4 		$14.1M Buy
424,865
+68,920
+19% +$2.51M 0.25% 61
2018
Q3 		$14.3M Buy
355,945
+66,465
+23% +$2.67M 0.22% 66
2018
Q2 		$11.3M Buy
289,480
+32,435
+13% +$1.25M 0.2% 71
2018
Q1 		$9.64M Buy
+257,045
New +$9.83M 0.17% 76
2017
Q4 		– Sell
-172,120
Closed -$6.16M – 650
2017
Q3 		$6.16M Buy
172,120
+7,775
+5% +$271K 0.12% 103
2017
Q2 		$5.72M Buy
164,345
+53,350
+48% +$1.84M 0.11% 111
2017
Q1 		$3.8M Buy
110,995
+79,325
+250% +$2.7M 0.08% 145
2016
Q4 		$1.05M Sell
31,670
-3,905
-11% -$124K 0.02% 314
2016
Q3 		$1.1M Buy
35,575
+5,000
+16% +$155K 0.03% 302
2016
Q2 		$913K Sell
30,575
-1,050
-3% -$30.8K 0.02% 335
2016
Q1 		$912K Buy
31,625
+3,810
+14% +$102K 0.02% 320
2015
Q4 		$775K Buy
27,815
+2,930
+12% +$83.7K 0.02% 351
2015
Q3 		$680K Buy
24,885
+1,260
+5% +$36.6K 0.02% 357
2015
Q2 		$709K Sell
23,625
-109,780
-82% -$3.35M 0.02% 384
2015
Q1 		$4.05M Buy
133,405
+165
+0.1% +$4.88K 0.11% 117
2014
Q4 		$3.86M Sell
133,240
-86,005
-39% -$2.42M 0.11% 121
2014
Q3 		$6M Sell
219,245
-88,570
-29% -$2.5M 0.17% 82
2014
Q2 		$8.81M Buy
307,815
+127,915
+71% +$3.51M 0.26% 66
2014
Q1 		$4.95M Sell
179,900
-153,060
-46% -$4.12M 0.15% 90
2013
Q4 		$8.91M Buy
332,960
+16,210
+5% +$418K 0.27% 66
2013
Q3 		$7.86M Buy
316,750
+288,295
+1,013% +$7.04M 0.28% 68
2013
Q2 		$657K Buy
+28,455
New +$660K 0.02% 273

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HL Financial Services's IJH Position: Q1 2019 in Review

HL Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2019, buying an estimated $2.38M and bringing the position to 489,195 shares worth $18.5M. The position accounts for 0.29% of the portfolio, ranked #57.

HL Financial Services first reported a position in IJH in Q2 2013 and has held it in 23 quarters since. 1,285 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

  • HL Financial Services held 489,195 shares of iShares Core S&P Mid-Cap ETF worth $18.5M as of Q1 2019.
  • HL Financial Services bought 64,330 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $2.38M.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of HL Financial Services's portfolio in Q1 2019, its #57 holding.
  • HL Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 23 quarters since.
  • 1,285 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.