Risk Paradigm Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Risk Paradigm Group’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	$18.1K	Hold	545	–	–	0.04%	78
2018 Q3	$21.9K	Hold	545	–	–	0.04%	80
2018 Q2	$21.2K	Sell	545 -37,970	-99%	-$1.47M	0.04%	84
2018 Q1	$1.44M	Buy	38,515 +395	+1%	+$15.1K	1.84%	13
2017 Q4	$1.45M	Buy	38,120 +675	+2%	+$25K	1.55%	19
2017 Q3	$1.34M	Buy	37,445 +345	+0.9%	+$12K	1.63%	17
2017 Q2	$1.29M	Sell	37,100 -2,050	-5%	-$70.8K	1.52%	20
2017 Q1	$1.34M	Buy	39,150 +1,060	+3%	+$36.1K	1.53%	19
2016 Q4	$1.26M	Buy	38,090 +27,095	+246%	+$859K	1.39%	20
2016 Q3	$340K	Sell	10,995 -980	-8%	-$30.3K	0.25%	89
2016 Q2	$358K	Buy	11,975 +2,510	+27%	+$73.6K	0.49%	66
2016 Q1	$273K	Sell	9,465 -15,525	-62%	-$415K	0.35%	57
2015 Q4	$696K	Buy	24,990 +23,745	+1,907%	+$678K	0.82%	37
2015 Q3	$34K	Sell	1,245 -50,205	-98%	-$1.46M	0.07%	109
2015 Q2	$1.54M	Buy	51,450 +3,950	+8%	+$120K	1.47%	27
2015 Q1	$1.44M	Buy	+47,500	New	+$1.41M	1.41%	27

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Risk Paradigm Group's IJH Position: Q4 2018 in Review

Risk Paradigm Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2018 at 545 shares worth $18.1K. The position accounts for 0.04% of the portfolio, ranked #78.

Risk Paradigm Group first reported a position in IJH in Q1 2015 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2015. 1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

Risk Paradigm Group held 545 shares of iShares Core S&P Mid-Cap ETF worth $18.1K as of Q4 2018.
Risk Paradigm Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2018.
iShares Core S&P Mid-Cap ETF made up 0.04% of Risk Paradigm Group's portfolio in Q4 2018, its #78 holding.
Risk Paradigm Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 16 quarters since.
Risk Paradigm Group's iShares Core S&P Mid-Cap ETF position peaked at $1.54M in Q2 2015.
1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.