Requisite Energy Fund I’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Requisite Energy Fund I’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 Q4	$8.75M	Buy	+263,415	New	+$9.61M	3.42%	9

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Requisite Energy Fund I's IJH Position: Q4 2018 in Review

Requisite Energy Fund I opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018: 263,415 shares worth $8.75M. The stake represents 3.42% of the portfolio and ranks #9 among its holdings.

1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

Requisite Energy Fund I held 263,415 shares of iShares Core S&P Mid-Cap ETF worth $8.75M as of Q4 2018.
iShares Core S&P Mid-Cap ETF was a new Requisite Energy Fund I position in Q4 2018.
iShares Core S&P Mid-Cap ETF made up 3.42% of Requisite Energy Fund I's portfolio in Q4 2018, its #9 holding.
1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on Requisite Energy Fund I's 13F filing for Q4 2018, filed 14 Feb 2019.