Mountain Capital Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mountain Capital Investment Advisors’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 Q1	–	Sell	-47,785	Closed	-$1.96M	–	52
2019 Q4	$1.96M	Buy	47,785 +30,320	+174%	+$1.2M	0.87%	17
2019 Q3	$675K	Buy	17,465 +675	+4%	+$25.9K	0.6%	19
2019 Q2	$636K	Buy	16,790 +5,695	+51%	+$218K	0.6%	19
2019 Q1	$420K	Buy	11,095 +330	+3%	+$12.2K	0.45%	21
2018 Q4	$357K	Buy	10,765 +2,520	+31%	+$91.9K	0.5%	19
2018 Q3	$332K	Buy	8,245 +485	+6%	+$19.5K	0.32%	27
2018 Q2	$302K	Buy	7,760 +1,995	+35%	+$77.1K	0.29%	29
2018 Q1	$216K	Buy	+5,765	New	+$221K	0.23%	31
2017 Q4	–	Sell	-3,145	Closed	-$112K	–	210
2017 Q3	$112K	Buy	3,145 +2,695	+599%	+$93.9K	0.1%	63
2017 Q2	$16K	Buy	+450	New	+$15.5K	0.02%	245

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mountain Capital Investment Advisors's IJH Position: Q1 2020 in Review

Mountain Capital Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 47,785 shares — an estimated $1.96M sold.

Mountain Capital Investment Advisors first reported a position in IJH in Q2 2017 and held it in 10 quarters. The position peaked at $1.96M in Q4 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Mountain Capital Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 47,785 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $1.96M.
Mountain Capital Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.96M in Q4 2019.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.