Paragon Capital Management (Kansas)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Paragon Capital Management (Kansas)’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	-1,325	Closed	-$38K	–	102
2020 Q1	$38K	Buy	+1,325	New	+$49.3K	0.03%	92
2019 Q3	–	Sell	-1,325	Closed	-$51K	–	132
2019 Q2	$51K	Sell	1,325 -40	-3%	-$1.53K	0.02%	92
2019 Q1	$52K	Buy	+1,365	New	+$50.4K	0.02%	90
2018 Q3	–	Sell	-137,725	Closed	-$2.3M	–	62
2018 Q2	$2.3M	Buy	137,725 +120,205	+686%	+$4.64M	0.75%	30
2018 Q1	$657K	Sell	17,520 -185	-1%	-$7.08K	0.24%	41
2017 Q4	$672K	Buy	+17,705	New	+$655K	0.22%	41
2017 Q1	–	Sell	-8,190	Closed	-$270K	–	62
2016 Q4	$270K	Buy	+8,190	New	+$260K	0.09%	54
2015 Q4	–	Sell	-38,625	Closed	-$1.05M	–	60
2015 Q3	$1.05M	Buy	+38,625	New	+$1.12M	0.41%	34

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

Paragon Capital Management (Kansas)'s IJH Position: Q2 2020 in Review

Paragon Capital Management (Kansas) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 1,325 shares — an estimated $38K sold.

Paragon Capital Management (Kansas) first reported a position in IJH in Q3 2015 and held it in 8 quarters. The position peaked at $2.3M in Q2 2018. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Paragon Capital Management (Kansas) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Paragon Capital Management (Kansas) sold 1,325 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $38K.
Paragon Capital Management (Kansas) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and held it in 8 quarters.
Paragon Capital Management (Kansas)'s iShares Core S&P Mid-Cap ETF position peaked at $2.3M in Q2 2018.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2020, filed 3 Aug 2020.