Northstar Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Northstar Wealth Partners’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 Q3	$214K	Sell	5,795 -2,895	-33%	-$108K	0.1%	136
2020 Q2	$309K	Buy	8,690 +200	+2%	+$6.64K	0.13%	138
2020 Q1	$244K	Sell	8,490 -170	-2%	-$6.32K	0.12%	138
2019 Q4	$356K	Sell	8,660 -260	-3%	-$10.3K	0.15%	134
2019 Q3	$345K	Buy	8,920 +740	+9%	+$28.4K	0.15%	134
2019 Q2	$318K	Sell	8,180 -385	-4%	-$14.8K	0.14%	140
2019 Q1	$324K	Sell	8,565 -615	-7%	-$22.7K	0.15%	135
2018 Q4	$305K	Buy	9,180 +470	+5%	+$17.1K	0.16%	132
2018 Q3	$350K	Sell	8,710 -920	-10%	-$37K	0.17%	125
2018 Q2	$375K	Hold	9,630	–	–	0.19%	129
2018 Q1	$361K	Buy	+9,630	New	+$368K	0.18%	132

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

RJA

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

Northstar Wealth Partners's IJH Position: Q3 2020 in Review

Northstar Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q3 2020, selling an estimated $108K and leaving 5,795 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #136.

Northstar Wealth Partners first reported a position in IJH in Q1 2018 and has held it in 11 quarters since. The position peaked at $375K in Q2 2018. 1,397 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Northstar Wealth Partners held 5,795 shares of iShares Core S&P Mid-Cap ETF worth $214K as of Q3 2020.
Northstar Wealth Partners sold 2,895 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $108K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Northstar Wealth Partners's portfolio in Q3 2020, its #136 holding.
Northstar Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $375K in Q2 2018.
1,397 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.