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

Huber Financial 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
2020 Q1	$310K	Sell	10,775 -2,200	-17%	-$81.8K	0.12%	78
2019 Q4	$534K	Buy	12,975 +4,740	+58%	+$188K	0.19%	68
2019 Q3	$318K	Buy	8,235 +2,185	+36%	+$84K	0.12%	89
2019 Q2	$235K	Buy	6,050 +5	+0.1%	+$192	0.1%	107
2019 Q1	$229K	Sell	6,045 -615	-9%	-$22.7K	0.11%	106
2018 Q4	$221K	Buy	6,660 +5	+0.1%	+$182	0.12%	89
2018 Q3	$268K	Buy	6,655 +10	+0.2%	+$402	0.21%	82
2018 Q2	$259K	Sell	6,645 -85	-1%	-$3.28K	0.24%	78
2018 Q1	$252K	Buy	6,730 +5	+0.1%	+$191	0.25%	76
2017 Q4	$255K	Buy	+6,725	New	+$249K	0.28%	63

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 $609B AUM 40.19% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Huber Financial Advisors's IJH Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q1 2020, selling an estimated $81.8K and leaving 10,775 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #78.

Huber Financial Advisors first reported a position in IJH in Q4 2017 and has held it in 10 quarters since. The position peaked at $534K in Q4 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Huber Financial Advisors held 10,775 shares of iShares Core S&P Mid-Cap ETF worth $310K as of Q1 2020.
Huber Financial Advisors sold 2,200 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $81.8K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Huber Financial Advisors's portfolio in Q1 2020, its #78 holding.
Huber Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $534K in Q4 2019.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.