Rand Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rand Wealth’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
2018 Q3	$4.17M	Buy	103,680 +930	+0.9%	+$37.4K	0.47%	65
2018 Q2	$4M	Buy	102,750 +6,725	+7%	+$260K	0.45%	63
2018 Q1	$3.6M	Sell	96,025 -4,365	-4%	-$167K	0.4%	72
2017 Q4	$3.81M	Buy	100,390 +3,595	+4%	+$133K	0.42%	71
2017 Q3	$3.46M	Buy	96,795 +585	+0.6%	+$20.4K	0.4%	74
2017 Q2	$3.35M	Buy	96,210 +8,705	+10%	+$301K	0.45%	67
2017 Q1	$3M	Buy	87,505 +16,475	+23%	+$561K	0.36%	84
2016 Q4	$2.35M	Buy	71,030 +430	+0.6%	+$13.6K	0.3%	92
2016 Q3	$2.19M	Sell	70,600 -2,945	-4%	-$91K	0.29%	94
2016 Q2	$2.2M	Buy	73,545 +480	+0.7%	+$14.1K	0.3%	90
2016 Q1	$2.11M	Sell	73,065 -7,560	-9%	-$202K	0.29%	91
2015 Q4	$2.25M	Buy	80,625 +5,480	+7%	+$157K	0.32%	90
2015 Q3	$2.05M	Sell	75,145 -2,425	-3%	-$70.5K	0.3%	92
2015 Q2	$2.33M	Buy	77,570 +5,735	+8%	+$175K	0.31%	83
2015 Q1	$2.18M	Buy	71,835 +3,550	+5%	+$105K	0.29%	89
2014 Q4	$2.01M	Buy	68,285 +52,270	+326%	+$1.47M	0.28%	91
2014 Q3	$438K	Buy	16,015 +7,005	+78%	+$197K	0.06%	153
2014 Q2	$258K	Buy	+9,010	New	+$248K	0.04%	182

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rand Wealth's IJH Position: Q3 2018 in Review

Rand Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.91% in Q3 2018, buying an estimated $37.4K and bringing the position to 103,680 shares worth $4.17M. The position accounts for 0.47% of the portfolio, ranked #65.

Rand Wealth first reported a position in IJH in Q2 2014 and has held it in 18 quarters since. 1,172 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

Rand Wealth held 103,680 shares of iShares Core S&P Mid-Cap ETF worth $4.17M as of Q3 2018.
Rand Wealth bought 930 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $37.4K.
iShares Core S&P Mid-Cap ETF made up 0.47% of Rand Wealth's portfolio in Q3 2018, its #65 holding.
Rand Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 18 quarters since.
1,172 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.