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

Lourd Capital’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
2019 Q2	$369K	Hold	9,490	–	–	0.03%	78
2019 Q1	$360K	Sell	9,490 -1,230	-11%	-$45.4K	0.04%	79
2018 Q4	$356K	Sell	10,720 -555	-5%	-$20.3K	0.03%	165
2018 Q3	$454K	Buy	+11,275	New	+$453K	0.03%	142
2018 Q1	–	Sell	-7,875	Closed	-$299K	–	208
2017 Q4	$299K	Buy	+7,875	New	+$291K	0.02%	239
2016 Q4	–	Sell	-7,530	Closed	-$233K	–	94
2016 Q3	$233K	Buy	+7,530	New	+$233K	0.03%	88
2016 Q2	–	Sell	-7,975	Closed	-$230K	–	106
2016 Q1	$230K	Hold	7,975	–	–	0.03%	105
2015 Q4	$222K	Sell	7,975 -815	-9%	-$23.3K	0.02%	111
2015 Q3	$240K	Hold	8,790	–	–	0.03%	99
2015 Q2	$264K	Sell	8,790 -365	-4%	-$11.1K	0.03%	103
2015 Q1	$278K	Hold	9,155	–	–	0.03%	106
2014 Q4	$265K	Hold	9,155	–	–	0.03%	100
2014 Q3	$250K	Hold	9,155	–	–	0.03%	101
2014 Q2	$262K	Hold	9,155	–	–	0.03%	99
2014 Q1	$252K	Hold	9,155	–	–	0.03%	94
2013 Q4	$245K	Buy	+9,155	New	+$236K	0.03%	92

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lourd Capital's IJH Position: Q2 2019 in Review

Lourd Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2019 at 9,490 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #78.

Lourd Capital first reported a position in IJH in Q4 2013 and has held it in 16 quarters since. The position peaked at $454K in Q3 2018. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

Lourd Capital held 9,490 shares of iShares Core S&P Mid-Cap ETF worth $369K as of Q2 2019.
Lourd Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2019.
iShares Core S&P Mid-Cap ETF made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #78 holding.
Lourd Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 16 quarters since.
Lourd Capital's iShares Core S&P Mid-Cap ETF position peaked at $454K in Q3 2018.
1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.