Monroe Bank & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Monroe Bank & Trust’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 Q3	–	Sell	-1,750	Closed	-$68K	–	167
2018 Q2	$68K	Hold	1,750	–	–	0.02%	138
2018 Q1	$66K	Hold	1,750	–	–	0.02%	143
2017 Q4	$66K	Buy	+1,750	New	+$64.7K	0.02%	142
2017 Q3	–	Sell	-1,750	Closed	-$61K	–	177
2017 Q2	$61K	Sell	1,750 -2,335	-57%	-$80.6K	0.02%	153
2017 Q1	$140K	Buy	4,085 +2,335	+133%	+$79.5K	0.05%	122
2016 Q4	$58K	Buy	+1,750	New	+$55.5K	0.02%	163
2016 Q2	–	Sell	-1,750	Closed	-$50K	–	209
2016 Q1	$50K	Buy	+1,750	New	+$46.7K	0.02%	180
2013 Q4	–	Sell	-800	Closed	-$20K	–	300
2013 Q3	$20K	Buy	+800	New	+$19.5K	0.01%	221

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Monroe Bank & Trust's IJH Position: Q3 2018 in Review

Monroe Bank & Trust sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2018, closing a stake of 1,750 shares — an estimated $68K sold.

Monroe Bank & Trust first reported a position in IJH in Q3 2013 and held it in 8 quarters. The position peaked at $140K in Q1 2017. 1,171 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

Monroe Bank & Trust reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 1,750 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $68K.
Monroe Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 8 quarters.
Monroe Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $140K in Q1 2017.
1,171 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.