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Investment Centers of America’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-550,575
Closed -$19.7M – 220
2017
Q3 		$19.7M Buy
550,575
+70,075
+15% +$2.44M 1.45% 10
2017
Q2 		$16.7M Buy
480,500
+118,025
+33% +$4.07M 1.27% 12
2017
Q1 		$12.4M Buy
362,475
+89,065
+33% +$3.03M 0.96% 19
2016
Q4 		$9.03M Buy
273,410
+65,770
+32% +$2.09M 0.77% 28
2016
Q3 		$6.43M Buy
207,640
+20,250
+11% +$626K 0.67% 38
2016
Q2 		$5.61M Sell
187,390
-3,410
-2% -$100K 0.63% 41
2016
Q1 		$5.5M Buy
190,800
+24,130
+14% +$645K 0.61% 42
2015
Q4 		$4.63M Buy
166,670
+46,815
+39% +$1.34M 0.6% 40
2015
Q3 		$3.26M Buy
119,855
+20,955
+21% +$609K 0.5% 51
2015
Q2 		$2.97M Buy
98,900
+18,570
+23% +$566K 0.45% 60
2015
Q1 		$2.45M Buy
80,330
+52,095
+185% +$1.54M 0.36% 79
2014
Q4 		$812K Sell
28,235
-29,180
-51% -$820K 0.18% 136
2014
Q3 		$1.57M Buy
57,415
+5,070
+10% +$143K 0.28% 101
2014
Q2 		$1.5M Buy
52,345
+1,150
+2% +$31.6K 0.34% 82
2014
Q1 		$1.27M Buy
51,195
+37,925
+286% +$1.02M 0.26% 104
2013
Q4 		$329K Sell
13,270
-37,925
-74% -$979K 0.16% 160
2013
Q3 		$1.27M Buy
51,195
+17,455
+52% +$426K 0.26% 105
2013
Q2 		$786K Buy
+33,740
New +$783K 0.22% 121

Other funds holding IJH

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Investment Centers of America's IJH Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 550,575 shares — an estimated $19.7M sold.

Investment Centers of America first reported a position in IJH in Q2 2013 and held it in 18 quarters. The position peaked at $19.7M in Q3 2017. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 550,575 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $19.7M.
  • Investment Centers of America first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's iShares Core S&P Mid-Cap ETF position peaked at $19.7M in Q3 2017.
  • 1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.