NewFocus Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NewFocus Financial 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 Q4	$644K	Buy	14,010 +240	+2%	+$10.1K	0.19%	81
2020 Q3	$510K	Buy	13,770 +520	+4%	+$19.4K	0.17%	81
2020 Q2	$471K	Buy	13,250 +5,680	+75%	+$189K	0.17%	82
2020 Q1	$218K	Buy	7,570 +415	+6%	+$15.4K	0.1%	90
2019 Q4	$295K	Buy	7,155 +440	+7%	+$17.4K	0.12%	90
2019 Q3	$260K	Buy	6,715 +290	+5%	+$11.1K	0.11%	89
2019 Q2	$250K	Buy	6,425 +390	+6%	+$14.9K	0.12%	85
2019 Q1	$229K	Buy	+6,035	New	+$223K	0.11%	82
2018 Q4	–	Sell	-5,975	Closed	-$241K	–	89
2018 Q3	$241K	Buy	5,975 +370	+7%	+$14.9K	0.13%	70
2018 Q2	$218K	Buy	+5,605	New	+$217K	0.13%	70

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

NewFocus Financial Group's IJH Position: Q4 2020 in Review

NewFocus Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q4 2020, buying an estimated $10.1K and bringing the position to 14,010 shares worth $644K. The position accounts for 0.19% of the portfolio, ranked #81.

NewFocus Financial Group first reported a position in IJH in Q2 2018 and has held it in 10 quarters since. 1,583 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

NewFocus Financial Group held 14,010 shares of iShares Core S&P Mid-Cap ETF worth $644K as of Q4 2020.
NewFocus Financial Group bought 240 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $10.1K.
iShares Core S&P Mid-Cap ETF made up 0.19% of NewFocus Financial Group's portfolio in Q4 2020, its #81 holding.
NewFocus Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 10 quarters since.
1,583 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.