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Portfolio Strategies (Washington)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Portfolio Strategies (Washington)’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
Q4 		$52K Sell
1,330
-15
-1% -$555 0.1% 41
2017
Q3 		$48K Buy
+1,345
New +$46.8K 0.08% 33

Other funds holding IJH

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Portfolio Strategies (Washington)'s IJH Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q4 2017, selling an estimated $555 and leaving 1,330 shares worth $52K. The position accounts for 0.1% of the portfolio, ranked #41.

Portfolio Strategies (Washington) first reported a position in IJH in Q3 2017 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,330 shares of iShares Core S&P Mid-Cap ETF worth $52K as of Q4 2017.
  • Portfolio Strategies (Washington) sold 15 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $555.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #41 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 2 quarters since.
  • 1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.