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

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-1,315
Closed -$36K – 131
2014
Q1 		$36K Hold
1,315
– – 0.03% 134
2013
Q4 		$35K Buy
+1,315
New +$33.9K 0.03% 159

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Paradigm Financial Advisors's IJH Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2014, closing a stake of 1,315 shares — an estimated $36K sold.

Paradigm Financial Advisors first reported a position in IJH in Q4 2013 and held it in 2 quarters. The position peaked at $36K in Q1 2014. 551 funds tracked by Wall St. Rank hold IJH as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 1,315 iShares Core S&P Mid-Cap ETF shares in Q2 2014, an estimated $36K.
  • Paradigm Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $36K in Q1 2014.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.