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

Landmark Financial 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
2020 Q1	–	Sell	-5,085	Closed	-$212K	–	68
2019 Q4	$212K	Buy	+5,085	New	+$202K	0.12%	62
2018 Q4	–	Sell	-5,795	Closed	-$233K	–	57
2018 Q3	$233K	Buy	+5,795	New	+$233K	0.14%	55

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Landmark Financial Advisors's IJH Position: Q1 2020 in Review

Landmark Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 5,085 shares — an estimated $212K sold.

Landmark Financial Advisors first reported a position in IJH in Q3 2018 and held it in 2 quarters. The position peaked at $233K in Q3 2018. 1,387 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Landmark Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Landmark Financial Advisors sold 5,085 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $212K.
Landmark Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 2 quarters.
Landmark Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $233K in Q3 2018.
1,387 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Landmark Financial Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.