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

JOYN 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
2019 Q3	–	Sell	-6,990	Closed	-$260K	–	128
2019 Q2	$260K	Buy	6,990 +1,170	+20%	+$44.8K	0.06%	92
2019 Q1	$220K	Sell	5,820 -1,410	-20%	-$52.1K	0.05%	99
2018 Q4	$240K	Hold	7,230	–	–	0.05%	93
2018 Q3	$291K	Buy	7,230 +2,540	+54%	+$102K	0.05%	103
2018 Q2	$183K	Buy	4,690 +2,410	+106%	+$93.1K	0.04%	152
2018 Q1	$86K	Sell	2,280 -3,020	-57%	-$116K	0.02%	320
2017 Q4	$201K	Buy	+5,300	New	+$196K	0.04%	167
2016 Q4	–	Sell	-6,980	Closed	-$216K	–	24
2016 Q3	$216K	Buy	+6,980	New	+$216K	0.08%	24
2014 Q3	–	Sell	-245	Closed	-$7K	–	29
2014 Q2	$7K	Sell	245 -170	-41%	-$4.67K	﹤0.01%	29
2014 Q1	$11K	Sell	415 -15,350	-97%	-$413K	0.01%	39
2013 Q4	$422K	Buy	15,765 +15,015	+2,002%	+$388K	0.22%	18
2013 Q3	$19K	Buy	+750	New	+$18.3K	0.01%	35

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JOYN Advisors's IJH Position: Q3 2019 in Review

JOYN Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 6,990 shares — an estimated $260K sold.

JOYN Advisors first reported a position in IJH in Q3 2013 and held it in 12 quarters. The position peaked at $422K in Q4 2013. 1,302 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

JOYN Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
JOYN Advisors sold 6,990 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $260K.
JOYN Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 12 quarters.
JOYN Advisors's iShares Core S&P Mid-Cap ETF position peaked at $422K in Q4 2013.
1,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on JOYN Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.