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

Lineweaver Wealth 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
-46,275
Closed -$1.9M – 71
2019
Q4 		$1.9M Buy
+46,275
New +$1.83M 1.07% 22

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lineweaver Wealth Advisors's IJH Position: Q1 2020 in Review

Lineweaver Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 46,275 shares — an estimated $1.9M sold.

Lineweaver Wealth Advisors first reported a position in IJH in Q4 2019 and held it in 1 quarter. The position peaked at $1.9M in Q4 2019. 1,387 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Lineweaver Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 46,275 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $1.9M.
  • Lineweaver Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.9M in Q4 2019.
  • 1,387 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.