InterOcean Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

InterOcean Capital’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	$379K	Buy	10,670 +15	+0.1%	+$498	0.03%	123
2020 Q1	$307K	Buy	10,655 +1,515	+17%	+$56.3K	0.03%	136
2019 Q4	$376K	Buy	9,140 +3,690	+68%	+$146K	0.03%	148
2019 Q3	$211K	Hold	5,450	–	–	0.02%	186
2019 Q2	$212K	Hold	5,450	–	–	0.02%	170
2019 Q1	$206K	Sell	5,450 -945	-15%	-$34.9K	0.02%	169
2018 Q4	$212K	Buy	6,395 +1,135	+22%	+$41.4K	0.02%	168
2018 Q3	$212K	Sell	5,260 -725	-12%	-$29.1K	0.02%	185
2018 Q2	$233K	Buy	+5,985	New	+$231K	0.03%	184

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

InterOcean Capital's IJH Position: Q2 2020 in Review

InterOcean Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.14% in Q2 2020, buying an estimated $498 and bringing the position to 10,670 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #123.

InterOcean Capital first reported a position in IJH in Q2 2018 and has held it in 9 quarters since. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

InterOcean Capital held 10,670 shares of iShares Core S&P Mid-Cap ETF worth $379K as of Q2 2020.
InterOcean Capital bought 15 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $498.
iShares Core S&P Mid-Cap ETF made up 0.03% of InterOcean Capital's portfolio in Q2 2020, its #123 holding.
InterOcean Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 9 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.