PIM
IJH icon

Parasol Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Parasol Investment Management’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
2017
Q1 		– Sell
-3,500
Closed -$116K – 114
2016
Q4 		$116K Hold
3,500
– – 0.12% 78
2016
Q3 		$108K Hold
3,500
– – 0.11% 77
2016
Q2 		$105K Buy
+3,500
New +$103K 0.11% 76
2014
Q1 		– Sell
-1,500
Closed -$40K – 264
2013
Q4 		$40K Buy
+1,500
New +$38.7K 0.03% 95

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parasol Investment Management's IJH Position: Q1 2017 in Review

Parasol Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2017, closing a stake of 3,500 shares — an estimated $116K sold.

Parasol Investment Management first reported a position in IJH in Q4 2013 and held it in 4 quarters. The position peaked at $116K in Q4 2016. 918 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

  • Parasol Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 3,500 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $116K.
  • Parasol Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 4 quarters.
  • Parasol Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $116K in Q4 2016.
  • 918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.