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

Legacy Capital Partners’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
-5,615
Closed -$231K – 144
2019
Q4 		$231K Buy
+5,615
New +$223K 0.09% 140
2019
Q2 		– Sell
-12,500
Closed -$474K – 144
2019
Q1 		$474K Hold
12,500
– – 0.22% 87
2018
Q4 		$415K Buy
+12,500
New +$456K 0.22% 92

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Capital Partners's IJH Position: Q1 2020 in Review

Legacy Capital Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 5,615 shares — an estimated $231K sold.

Legacy Capital Partners first reported a position in IJH in Q4 2018 and held it in 3 quarters. The position peaked at $474K in Q1 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Legacy Capital Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 5,615 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $231K.
  • Legacy Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Legacy Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $474K in Q1 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.