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Leonetti & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Leonetti & Associates’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
2018
Q2 		– Sell
-9,620
Closed -$361K – 38
2018
Q1 		$361K Sell
9,620
-75
-0.8% -$2.87K 0.1% 34
2017
Q4 		$368K Sell
9,695
-355
-4% -$13.1K 0.1% 34
2017
Q3 		$360K Buy
10,050
+445
+5% +$15.5K 0.1% 37
2017
Q2 		$334K Buy
9,605
+260
+3% +$8.97K 0.09% 36
2017
Q1 		$320K Buy
+9,345
New +$318K 0.09% 37

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Leonetti & Associates's IJH Position: Q2 2018 in Review

Leonetti & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2018, closing a stake of 9,620 shares — an estimated $361K sold.

Leonetti & Associates first reported a position in IJH in Q1 2017 and held it in 5 quarters. The position peaked at $368K in Q4 2017. 1,131 funds tracked by Wall St. Rank hold IJH as of Q2 2018.

  • Leonetti & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Leonetti & Associates sold 9,620 iShares Core S&P Mid-Cap ETF shares in Q2 2018, an estimated $361K.
  • Leonetti & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and held it in 5 quarters.
  • Leonetti & Associates's iShares Core S&P Mid-Cap ETF position peaked at $368K in Q4 2017.
  • 1,131 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2018.

Based on Leonetti & Associates's 13F filing for Q2 2018, filed 15 Aug 2018.