MIH
IJH icon

Madison Investment Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Madison Investment Holdings’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
Q3 		$50M Sell
1,295,045
-84,490
-6% -$3.25M 0.81% 41
2019
Q2 		$53.6M Sell
1,379,535
-21,945
-2% -$841K 0.95% 37
2019
Q1 		$53.1M Sell
1,401,480
-386,510
-22% -$14.3M 0.97% 35
2018
Q4 		$59.4M Sell
1,787,990
-698,915
-28% -$25.5M 1.2% 22
2018
Q3 		$100M Sell
2,486,905
-584,725
-19% -$23.5M 1.72% 7
2018
Q2 		$120M Buy
3,071,630
+168,965
+6% +$6.53M 2.14% 2
2018
Q1 		$109M Sell
2,902,665
-354,370
-11% -$13.6M 1.94% 4
2017
Q4 		$124M Sell
3,257,035
-229,295
-7% -$8.48M 2.11% 3
2017
Q3 		$125M Buy
3,486,330
+147,475
+4% +$5.14M 2.23% 3
2017
Q2 		$116M Sell
3,338,855
-438,160
-12% -$15.1M 2.15% 3
2017
Q1 		$129M Sell
3,777,015
-108,130
-3% -$3.68M 2.41% 3
2016
Q4 		$128M Buy
3,885,145
+85,960
+2% +$2.73M 2.49% 2
2016
Q3 		$118M Sell
3,799,185
-75,375
-2% -$2.33M 2.32% 2
2016
Q2 		$116M Buy
3,874,560
+174,780
+5% +$5.13M 2.4% 1
2016
Q1 		$107M Sell
3,699,780
-726,750
-16% -$19.4M 2.26% 3
2015
Q4 		$123M Sell
4,426,530
-348,675
-7% -$9.96M 2.68% 2
2015
Q3 		$130M Sell
4,775,205
-192,805
-4% -$5.61M 2.86% 2
2015
Q2 		$149M Sell
4,968,010
-439,300
-8% -$13.4M 3.02% 1
2015
Q1 		$164M Buy
5,407,310
+810,390
+18% +$24M 3.22% 1
2014
Q4 		$133M Buy
4,596,920
+715,305
+18% +$20.1M 2.85% 2
2014
Q3 		$106M Sell
3,881,615
-376,225
-9% -$10.6M 2.34% 4
2014
Q2 		$122M Sell
4,257,840
-22,940
-0.5% -$630K 2.5% 3
2014
Q1 		$118M Buy
4,280,780
+1,836,610
+75% +$49.4M 2.24% 4
2013
Q4 		$65.4M Buy
2,444,170
+116,550
+5% +$3.01M 1.27% 17
2013
Q3 		$57.8M Buy
2,327,620
+613,200
+36% +$15M 1.22% 25
2013
Q2 		$39.6M Buy
+1,714,420
New +$39.8M 0.87% 43

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Investment Holdings's IJH Position: Q3 2019 in Review

Madison Investment Holdings reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q3 2019, selling an estimated $3.25M and leaving 1,295,045 shares worth $50M. The position accounts for 0.81% of the portfolio, ranked #41.

Madison Investment Holdings first reported a position in IJH in Q2 2013 and has held it in 26 quarters since. The position peaked at $164M in Q1 2015. 1,302 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

  • Madison Investment Holdings held 1,295,045 shares of iShares Core S&P Mid-Cap ETF worth $50M as of Q3 2019.
  • Madison Investment Holdings sold 84,490 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $3.25M.
  • iShares Core S&P Mid-Cap ETF made up 0.81% of Madison Investment Holdings's portfolio in Q3 2019, its #41 holding.
  • Madison Investment Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 26 quarters since.
  • Madison Investment Holdings's iShares Core S&P Mid-Cap ETF position peaked at $164M in Q1 2015.
  • 1,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.