Neuburgh Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Neuburgh Advisers’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	$11.1M	Buy	287,130 +11,900	+4%	+$457K	0.35%	63
2019 Q2	$10.7M	Buy	275,230 +5,100	+2%	+$195K	0.34%	65
2019 Q1	$10.2M	Buy	270,130 +16,320	+6%	+$603K	0.35%	68
2018 Q4	$8.43M	Hold	253,810	–	–	0.33%	65
2018 Q3	$10.2M	Buy	253,810 +10,880	+4%	+$437K	0.33%	65
2018 Q2	$9.46M	Buy	242,930 +7,480	+3%	+$289K	0.32%	70
2018 Q1	$8.83M	Hold	235,450	–	–	0.31%	69
2017 Q4	$8.94M	Sell	235,450 -11,900	-5%	-$440K	0.32%	69
2017 Q3	$8.85M	Sell	247,350 -1,360	-0.5%	-$47.4K	0.33%	69
2017 Q2	$8.65M	Hold	248,710	–	–	0.33%	67
2017 Q1	$8.52M	Buy	248,710 +9,180	+4%	+$312K	0.34%	63
2016 Q4	$7.92M	Buy	+239,530	New	+$7.6M	0.36%	59

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

Neuburgh Advisers's IJH Position: Q3 2019 in Review

Neuburgh Advisers increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q3 2019, buying an estimated $457K and bringing the position to 287,130 shares worth $11.1M. The position accounts for 0.35% of the portfolio, ranked #63.

Neuburgh Advisers first reported a position in IJH in Q4 2016 and has held it in 12 quarters since. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Neuburgh Advisers held 287,130 shares of iShares Core S&P Mid-Cap ETF worth $11.1M as of Q3 2019.
Neuburgh Advisers bought 11,900 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $457K.
iShares Core S&P Mid-Cap ETF made up 0.35% of Neuburgh Advisers's portfolio in Q3 2019, its #63 holding.
Neuburgh Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 12 quarters since.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.