Milestone Advisory Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Milestone Advisory Partners’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	–	Sell	-118,990	Closed	-$4.62M	–	57
2019 Q2	$4.62M	Buy	118,990 +2,090	+2%	+$80.1K	2.81%	9
2019 Q1	$4.43M	Buy	116,900 +16,680	+17%	+$616K	2.86%	8
2018 Q4	$3.29M	Sell	100,220 -93,315	-48%	-$3.4M	2.85%	8
2018 Q3	$7.79M	Sell	193,535 -770	-0.4%	-$30.9K	5.52%	4
2018 Q2	$7.57M	Buy	194,305 +5,120	+3%	+$198K	5.63%	5
2018 Q1	$7.1M	Sell	189,185 -2,465	-1%	-$94.3K	5.31%	6
2017 Q4	$7.27M	Buy	+191,650	New	+$7.09M	5.45%	6

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Advisory Partners's IJH Position: Q3 2019 in Review

Milestone Advisory Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 118,990 shares — an estimated $4.62M sold.

Milestone Advisory Partners first reported a position in IJH in Q4 2017 and held it in 7 quarters. The position peaked at $7.79M in Q3 2018. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Milestone Advisory Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Milestone Advisory Partners sold 118,990 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $4.62M.
Milestone Advisory Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Milestone Advisory Partners's iShares Core S&P Mid-Cap ETF position peaked at $7.79M in Q3 2018.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Milestone Advisory Partners's 13F filing for Q3 2019, filed 4 Aug 2020.