PagnatoKarp Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PagnatoKarp 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
2019 Q2	–	Sell	-10,810	Closed	-$410K	–	202
2019 Q1	$410K	Sell	10,810 -1,465	-12%	-$54.1K	0.09%	112
2018 Q4	$408K	Buy	+12,275	New	+$448K	0.09%	96
2017 Q1	–	Sell	-11,610	Closed	-$384K	–	126
2016 Q4	$384K	Buy	+11,610	New	+$368K	0.12%	87

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

PagnatoKarp Partners's IJH Position: Q2 2019 in Review

PagnatoKarp Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2019, closing a stake of 10,810 shares — an estimated $410K sold.

PagnatoKarp Partners first reported a position in IJH in Q4 2016 and held it in 3 quarters. The position peaked at $410K in Q1 2019. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

PagnatoKarp Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
PagnatoKarp Partners sold 10,810 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $410K.
PagnatoKarp Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 3 quarters.
PagnatoKarp Partners's iShares Core S&P Mid-Cap ETF position peaked at $410K in Q1 2019.
1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on PagnatoKarp Partners's 13F filing for Q2 2019, filed 8 Aug 2019.