Leicht Financial Planning & Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Leicht Financial Planning & Wealth Management’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	-12,695	Closed	-$523K	–	58
2019 Q4	$523K	Sell	12,695 -6,250	-33%	-$248K	0.48%	43
2019 Q3	$732K	Sell	18,945 -6,385	-25%	-$245K	0.7%	33
2019 Q2	$984K	Buy	25,330 +495	+2%	+$19K	0.96%	27
2019 Q1	$941K	Sell	24,835 -7,415	-23%	-$274K	0.97%	25
2018 Q4	$1.06M	Sell	32,250 -4,220	-12%	-$154K	1.4%	21
2018 Q3	$1.46M	Buy	36,470 +30,870	+551%	+$1.24M	1.74%	21
2018 Q2	$220K	Buy	+5,600	New	+$216K	0.19%	27

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IJH Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 12,695 shares — an estimated $523K sold.

Leicht Financial Planning & Wealth Management first reported a position in IJH in Q2 2018 and held it in 7 quarters. The position peaked at $1.46M in Q3 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 12,695 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $523K.
Leicht Financial Planning & Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.46M in Q3 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.