Monument Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Monument Capital 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
2020 Q4	–	Sell	-43,995	Closed	-$1.63M	–	94
2020 Q3	$1.63M	Buy	+43,995	New	+$1.64M	0.86%	61
2019 Q3	–	Sell	-9,910	Closed	-$386K	–	88
2019 Q2	$386K	Sell	9,910 -115	-1%	-$4.41K	0.21%	83
2019 Q1	$380K	Sell	10,025 -40	-0.4%	-$1.48K	0.22%	82
2018 Q4	$334K	Buy	10,065 +1,260	+14%	+$46K	0.21%	81
2018 Q3	$354K	Buy	8,805 +10	+0.1%	+$402	0.2%	72
2018 Q2	$343K	Buy	8,795 +8,270	+1,575%	+$319K	0.24%	70
2018 Q1	$19K	Hold	525	–	–	0.01%	103
2017 Q4	$19K	Buy	+525	New	+$19.4K	0.01%	97

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Monument Capital Management's IJH Position: Q4 2020 in Review

Monument Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2020, closing a stake of 43,995 shares — an estimated $1.63M sold.

Monument Capital Management first reported a position in IJH in Q4 2017 and held it in 8 quarters. The position peaked at $1.63M in Q3 2020. 1,583 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

Monument Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Monument Capital Management sold 43,995 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $1.63M.
Monument Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
Monument Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.63M in Q3 2020.
1,583 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Monument Capital Management's 13F filing for Q4 2020, filed 15 Jan 2021.