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Osborn Williams & Donohoe’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Osborn Williams & Donohoe’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
Q1 		$1.65M Sell
57,445
-450
-0.8% -$16.7K 0.22% 102
2019
Q4 		$2.38M Buy
57,895
+5
+0% +$198 0.24% 102
2019
Q3 		$2.24M Hold
57,890
– – 0.23% 112
2019
Q2 		$2.25M Sell
57,890
-395
-0.7% -$15.1K 0.23% 112
2019
Q1 		$2.27M Buy
58,285
+2,065
+4% +$76.3K 0.23% 113
2018
Q4 		$1.87M Buy
56,220
+5
+0% +$182 0.33% 79
2018
Q3 		$2.26M Sell
56,215
-125
-0.2% -$5.02K 0.35% 76
2018
Q2 		$2.19M Hold
56,340
– – 0.37% 74
2018
Q1 		$2.11M Sell
56,340
-1,620
-3% -$62K 0.37% 72
2017
Q4 		$2.2M Hold
57,960
– – 0.38% 73
2017
Q3 		$2.07M Buy
57,960
+110
+0.2% +$3.83K 0.37% 77
2017
Q2 		$2.01M Sell
57,850
-195
-0.3% -$6.73K 0.36% 77
2017
Q1 		$1.99M Hold
58,045
– – 0.36% 78
2016
Q4 		$1.92M Buy
58,045
+175
+0.3% +$5.55K 0.36% 74
2016
Q3 		$1.79M Hold
57,870
– – 0.34% 79
2016
Q2 		$1.73M Hold
57,870
– – 0.34% 77
2016
Q1 		$1.67M Sell
57,870
-125
-0.2% -$3.34K 0.33% 76
2015
Q4 		$1.62M Buy
57,995
+15
+0% +$429 0.33% 74
2015
Q3 		$1.61M Sell
57,980
-3,000
-5% -$87.2K 0.35% 72
2015
Q2 		$1.8M Sell
60,980
-4,200
-6% -$128K 0.36% 71
2015
Q1 		$1.98M Hold
65,180
– – 0.39% 71
2014
Q4 		$1.89M Sell
65,180
-575
-0.9% -$16.2K 0.37% 76
2014
Q3 		$1.8M Sell
65,755
-500
-0.8% -$14.1K 0.37% 76
2014
Q2 		$1.87M Buy
66,255
+350
+0.5% +$9.62K 0.39% 73
2014
Q1 		$1.81M Buy
65,905
+100
+0.2% +$2.69K 0.4% 74
2013
Q4 		$1.76M Buy
65,805
+200
+0.3% +$5.16K 0.4% 75
2013
Q3 		$1.63M Hold
65,605
– – 0.4% 76
2013
Q2 		$1.52M Buy
+65,605
New +$1.52M 0.4% 73

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

Osborn Williams & Donohoe's IJH Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.78% in Q1 2020, selling an estimated $16.7K and leaving 57,445 shares worth $1.65M. The position accounts for 0.22% of the portfolio, ranked #102.

Osborn Williams & Donohoe first reported a position in IJH in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.38M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Osborn Williams & Donohoe held 57,445 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q1 2020.
  • Osborn Williams & Donohoe sold 450 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $16.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #102 holding.
  • Osborn Williams & Donohoe first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 28 quarters since.
  • Osborn Williams & Donohoe's iShares Core S&P Mid-Cap ETF position peaked at $2.38M in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.