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Northwest Investment Counselors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-495
Closed -$19K – 323
2019
Q3 		$19K Buy
+495
New +$19K 0.01% 293
2017
Q3 		– Sell
-2,500
Closed -$87K – 351
2017
Q2 		$87K Buy
+2,500
New +$86.3K 0.04% 146

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Investment Counselors's IJH Position: Q4 2019 in Review

Northwest Investment Counselors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 495 shares — an estimated $19K sold.

Northwest Investment Counselors first reported a position in IJH in Q2 2017 and held it in 2 quarters. The position peaked at $87K in Q2 2017. 1,505 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

  • Northwest Investment Counselors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 495 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $19K.
  • Northwest Investment Counselors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 2 quarters.
  • Northwest Investment Counselors's iShares Core S&P Mid-Cap ETF position peaked at $87K in Q2 2017.
  • 1,505 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.