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Mader & Shannon Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mader & Shannon 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
2016
Q4 		– Sell
-327,205
Closed -$10.1M – 15
2016
Q3 		$10.1M Buy
+327,205
New +$10.1M 7.7% 4

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mader & Shannon Wealth Management's IJH Position: Q4 2016 in Review

Mader & Shannon Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2016, closing a stake of 327,205 shares — an estimated $10.1M sold.

Mader & Shannon Wealth Management first reported a position in IJH in Q3 2016 and held it in 1 quarter. The position peaked at $10.1M in Q3 2016. 869 funds tracked by Wall St. Rank hold IJH as of Q4 2016.

  • Mader & Shannon Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 327,205 iShares Core S&P Mid-Cap ETF shares in Q4 2016, an estimated $10.1M.
  • Mader & Shannon Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $10.1M in Q3 2016.
  • 869 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2016.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2016, filed 13 Feb 2017.