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Independence Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Independence Trust’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
Q1 		– Sell
-6,225
Closed -$206K – 77
2016
Q4 		$206K Buy
+6,225
New +$197K 0.28% 71

Other funds holding IJH

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

Independence Trust's IJH Position: Q1 2017 in Review

Independence Trust sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2017, closing a stake of 6,225 shares — an estimated $206K sold.

Independence Trust first reported a position in IJH in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 918 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

  • Independence Trust reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Independence Trust sold 6,225 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $206K.
  • Independence Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Independence Trust's iShares Core S&P Mid-Cap ETF position peaked at $206K in Q4 2016.
  • 918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on Independence Trust's 13F filing for Q1 2017, filed 9 May 2017.