Partnervest Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Partnervest Advisory Services’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 Q3	$345K	Sell	9,300 -410	-4%	-$15.3K	0.11%	157
2020 Q2	$345K	Sell	9,710 -835	-8%	-$27.7K	0.13%	131
2020 Q1	$303K	Sell	10,545 -2,065	-16%	-$76.8K	0.14%	128
2019 Q4	$519K	Sell	12,610 -45	-0.4%	-$1.78K	0.19%	90
2019 Q3	$489K	Sell	12,655 -130	-1%	-$5K	0.18%	105
2019 Q2	$497K	Sell	12,785 -3,500	-21%	-$134K	0.2%	92
2019 Q1	$617K	Sell	16,285 -4,430	-21%	-$164K	0.26%	76
2018 Q4	$688K	Buy	20,715 +11,945	+136%	+$436K	0.33%	70
2018 Q3	$353K	Buy	8,770 +2,570	+41%	+$103K	0.14%	145
2018 Q2	$241K	Sell	6,200 -75	-1%	-$2.9K	0.11%	170
2018 Q1	$235K	Sell	6,275 -945	-13%	-$36.1K	0.11%	166
2017 Q4	$274K	Sell	7,220 -20	-0.3%	-$740	0.13%	146
2017 Q3	$259K	Sell	7,240 -4,690	-39%	-$163K	0.13%	152
2017 Q2	$415K	Sell	11,930 -145	-1%	-$5.01K	0.19%	115
2017 Q1	$413K	Sell	12,075 -55	-0.5%	-$1.87K	0.19%	110
2016 Q4	$401K	Buy	12,130 +4,795	+65%	+$152K	0.19%	111
2016 Q3	$227K	Sell	7,335 -3,590	-33%	-$111K	0.11%	183
2016 Q2	$326K	Sell	10,925 -400	-4%	-$11.7K	0.16%	137
2016 Q1	$327K	Sell	11,325 -1,715	-13%	-$45.8K	0.17%	125
2015 Q4	$363K	Sell	13,040 -880	-6%	-$25.1K	0.2%	99
2015 Q3	$380K	Buy	13,920 +1,015	+8%	+$29.5K	0.22%	96
2015 Q2	$387K	Sell	12,905 -210	-2%	-$6.41K	0.19%	100
2015 Q1	$399K	Sell	13,115 -15,645	-54%	-$463K	0.21%	82
2014 Q4	$832K	Sell	28,760 -2,195	-7%	-$61.7K	0.4%	42
2014 Q3	$847K	Buy	30,955 +2,490	+9%	+$70.2K	0.44%	41
2014 Q2	$814K	Buy	28,465 +5,580	+24%	+$153K	0.37%	41
2014 Q1	$629K	Sell	22,885 -340	-1%	-$9.15K	0.28%	52
2013 Q4	$622K	Buy	23,225 +1,480	+7%	+$38.2K	0.29%	52
2013 Q3	$540K	Buy	21,745 +12,890	+146%	+$315K	0.28%	50
2013 Q2	$205K	Buy	+8,855	New	+$206K	0.09%	94

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Partnervest Advisory Services's IJH Position: Q3 2020 in Review

Partnervest Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q3 2020, selling an estimated $15.3K and leaving 9,300 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #157.

Partnervest Advisory Services first reported a position in IJH in Q2 2013 and has held it in 30 quarters since. The position peaked at $847K in Q3 2014. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Partnervest Advisory Services held 9,300 shares of iShares Core S&P Mid-Cap ETF worth $345K as of Q3 2020.
Partnervest Advisory Services sold 410 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $15.3K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Partnervest Advisory Services's portfolio in Q3 2020, its #157 holding.
Partnervest Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $847K in Q3 2014.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.