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

OmniStar 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 Q2	–	Sell	-240	Closed	-$7K	–	213
2020 Q1	$7K	Buy	+240	New	+$8.92K	0.01%	253
2018 Q4	–	Sell	-8,520	Closed	-$343K	–	119
2018 Q3	$343K	Sell	8,520 -65	-0.8%	-$2.61K	0.26%	112
2018 Q2	$334K	Buy	8,585 +190	+2%	+$7.34K	0.32%	85
2018 Q1	$315K	Buy	8,395 +1,310	+18%	+$50.1K	0.3%	83
2017 Q4	$269K	Buy	+7,085	New	+$262K	0.25%	91

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

OmniStar Financial Group's IJH Position: Q2 2020 in Review

OmniStar Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 240 shares — an estimated $7K sold.

OmniStar Financial Group first reported a position in IJH in Q4 2017 and held it in 5 quarters. The position peaked at $343K in Q3 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

OmniStar Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
OmniStar Financial Group sold 240 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $7K.
OmniStar Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 5 quarters.
OmniStar Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $343K in Q3 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on OmniStar Financial Group's 13F filing for Q2 2020, filed 6 Jul 2020.