Parkside Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Parkside Investments’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	-37,375	Closed	-$1.07M	–	104
2020 Q1	$1.07M	Sell	37,375 -29,600	-44%	-$1.1M	0.36%	71
2019 Q4	$2.76M	Buy	66,975 +700	+1%	+$27.7K	0.67%	58
2019 Q3	$2.56M	Sell	66,275 -16,010	-19%	-$615K	0.69%	60
2019 Q2	$3.2M	Buy	82,285 +30,565	+59%	+$1.17M	0.83%	52
2019 Q1	$1.96M	Sell	51,720 -10,900	-17%	-$403K	0.53%	61
2018 Q4	$2.08M	Buy	62,620 +31,885	+104%	+$1.16M	0.9%	40
2018 Q3	$1.24M	Buy	30,735 +3,725	+14%	+$150K	0.58%	52
2018 Q2	$1.06M	Buy	27,010 +3,285	+14%	+$127K	0.52%	55
2018 Q1	$890K	Buy	23,725 +9,100	+62%	+$348K	0.46%	55
2017 Q4	$555K	Buy	+14,625	New	+$541K	0.27%	66

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

Parkside Investments's IJH Position: Q2 2020 in Review

Parkside Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 37,375 shares — an estimated $1.07M sold.

Parkside Investments first reported a position in IJH in Q4 2017 and held it in 10 quarters. The position peaked at $3.2M in Q2 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Parkside Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Parkside Investments sold 37,375 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $1.07M.
Parkside Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
Parkside Investments's iShares Core S&P Mid-Cap ETF position peaked at $3.2M in Q2 2019.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Parkside Investments's 13F filing for Q2 2020, filed 23 Jul 2020.