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

O'Brien 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
2018 Q4	–	Sell	-485	Closed	-$20K	–	128
2018 Q3	$20K	Hold	485	–	–	0.01%	103
2018 Q2	$19K	Hold	485	–	–	0.01%	51
2018 Q1	$18K	Buy	+485	New	+$18.6K	0.01%	97

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

O'Brien Wealth Partners's IJH Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 485 shares — an estimated $20K sold.

O'Brien Wealth Partners first reported a position in IJH in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 485 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $20K.
O'Brien Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $20K in Q3 2018.
1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.