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

Omnia Family Wealth’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
2017
Q4 		– Sell
-125
Closed -$4K – 620
2017
Q3 		$4K Buy
+125
New +$4.35K ﹤0.01% 365

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Omnia Family Wealth's IJH Position: Q4 2017 in Review

Omnia Family Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 125 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in IJH in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Omnia Family Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 125 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $4K.
  • Omnia Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Omnia Family Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4K in Q3 2017.
  • 1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.