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New England Investment & Retirement Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-1,555
Closed -$45K – 136
2020
Q1 		$45K Buy
+1,555
New +$57.8K 0.02% 90

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
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

New England Investment & Retirement Group's IJH Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 1,555 shares — an estimated $45K sold.

New England Investment & Retirement Group first reported a position in IJH in Q1 2020 and held it in 1 quarter. The position peaked at $45K in Q1 2020. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 1,555 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $45K.
  • New England Investment & Retirement Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares Core S&P Mid-Cap ETF position peaked at $45K in Q1 2020.
  • 1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.