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

Peachtree Investment 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
2015
Q3 		– Sell
-3,475
Closed -$104K – 171
2015
Q2 		$104K Hold
3,475
– – 0.08% 149
2015
Q1 		$106K Sell
3,475
-500
-13% -$14.8K 0.08% 156
2014
Q4 		$115K Hold
3,975
– – 0.08% 169
2014
Q3 		$109K Buy
+3,975
New +$112K 0.07% 166

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Advisors's IJH Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2015, closing a stake of 3,475 shares — an estimated $104K sold.

Peachtree Investment Advisors first reported a position in IJH in Q3 2014 and held it in 4 quarters. The position peaked at $115K in Q4 2014. 637 funds tracked by Wall St. Rank hold IJH as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 3,475 iShares Core S&P Mid-Cap ETF shares in Q3 2015, an estimated $104K.
  • Peachtree Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $115K in Q4 2014.
  • 637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.