Independent Order of Foresters’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Independent Order of Foresters’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 Q2	–	Sell	-507,500	Closed	-$14.6M	–	13
2020 Q1	$14.6M	Hold	507,500	–	–	17.16%	2
2019 Q4	$20.9M	Hold	507,500	–	–	18.86%	2
2019 Q3	$19.6M	Hold	507,500	–	–	19.1%	2
2019 Q2	$19.7M	Hold	507,500	–	–	18.46%	2
2019 Q1	$19.2M	Hold	507,500	–	–	18.51%	2
2018 Q4	$16.9M	Hold	507,500	–	–	18.24%	2
2018 Q3	$20.4M	Buy	+507,500	New	+$20.4M	18.73%	2

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 $544B AUM 28.31% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Order of Foresters's IJH Position: Q2 2020 in Review

Independent Order of Foresters sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 507,500 shares — an estimated $14.6M sold.

Independent Order of Foresters first reported a position in IJH in Q3 2018 and held it in 7 quarters. The position peaked at $20.9M in Q4 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Independent Order of Foresters reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Independent Order of Foresters sold 507,500 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $14.6M.
Independent Order of Foresters first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 7 quarters.
Independent Order of Foresters's iShares Core S&P Mid-Cap ETF position peaked at $20.9M in Q4 2019.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Independent Order of Foresters's 13F filing for Q2 2020, filed 6 Aug 2020.