PFS
IJH icon

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

Penseco Financial 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
2013
Q3 		$12K Hold
500
– – 0.01% 213
2013
Q2 		$12K Buy
+500
New +$11.6K 0.01% 192

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $27.4B AUM 24.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Penseco Financial Services's IJH Position: Q3 2013 in Review

Penseco Financial Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2013 at 500 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #213.

Penseco Financial Services first reported a position in IJH in Q2 2013 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold IJH as of Q3 2013.

  • Penseco Financial Services held 500 shares of iShares Core S&P Mid-Cap ETF worth $12K as of Q3 2013.
  • Penseco Financial Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2013.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Penseco Financial Services's portfolio in Q3 2013, its #213 holding.
  • Penseco Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.