MacGuire Cheswick & Tuttle Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	–	Hold	0	–	–	–	45
2018 Q3	–	Hold	0	–	–	–	45
2018 Q2	–	Hold	0	–	–	–	46
2018 Q1	–	Hold	0	–	–	–	45
2017 Q4	–	Hold	0	–	–	–	43
2017 Q3	–	Hold	0	–	–	–	42
2017 Q2	–	Hold	0	–	–	–	32
2017 Q1	–	Hold	0	–	–	–	31
2016 Q4	–	Hold	0	–	–	–	30
2016 Q3	–	Hold	0	–	–	–	38
2016 Q2	–	Hold	0	–	–	–	33
2016 Q1	–	Hold	0	–	–	–	39
2015 Q4	–	Hold	0	–	–	–	36
2015 Q3	–	Hold	0	–	–	–	36
2015 Q2	–	Hold	0	–	–	–	37
2015 Q1	–	Hold	0	–	–	–	39
2014 Q4	–	Hold	0	–	–	–	41
2014 Q3	–	Hold	0	–	–	–	39
2014 Q2	–	Hold	0	–	–	–	39
2014 Q1	–	Hold	0	–	–	–	39
2013 Q4	–	Hold	0	–	–	–	41
2013 Q3	–	Sell	-108,180	Closed	-$2.64M	–	40
2013 Q2	$2.5M	Buy	+108,180	New	+$2.51M	0.72%	41

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $424B AUM 22.94% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's IJH Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2018 at 0 shares worth $2.6M. The position accounts for 0.55% of the portfolio, ranked #45.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IJH in Q2 2013 and has held it in 1 quarter since. The position peaked at $2.5M in Q2 2013. 1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares Core S&P Mid-Cap ETF worth $2.6M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2018.
iShares Core S&P Mid-Cap ETF made up 0.55% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #45 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $2.5M in Q2 2013.
1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.