JRM Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JRM Investment Counsel’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	-5,705	Closed	-$222K	–	27
2019 Q2	$222K	Sell	5,705 -1,155	-17%	-$44.3K	0.15%	27
2019 Q1	$260K	Sell	6,860 -725	-10%	-$26.8K	0.19%	29
2018 Q4	$252K	Sell	7,585 -29,720	-80%	-$1.08M	0.2%	29
2018 Q3	$1.5M	Buy	37,305 +29,225	+362%	+$1.17M	1%	27
2018 Q2	$315K	Buy	+8,080	New	+$312K	0.25%	32

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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

JRM Investment Counsel's IJH Position: Q3 2019 in Review

JRM Investment Counsel sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 5,705 shares — an estimated $222K sold.

JRM Investment Counsel first reported a position in IJH in Q2 2018 and held it in 5 quarters. The position peaked at $1.5M in Q3 2018. 1,302 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

JRM Investment Counsel reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
JRM Investment Counsel sold 5,705 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $222K.
JRM Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and held it in 5 quarters.
JRM Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q3 2018.
1,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on JRM Investment Counsel's 13F filing for Q3 2019, filed 12 Nov 2019.