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Rocaton Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rocaton Investment Advisors’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
Q1 		– Sell
-414,675
Closed -$15.7M – 7
2017
Q4 		$15.7M Buy
+414,675
New +$15.3M 16.56% 2

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Rocaton Investment Advisors's IJH Position: Q1 2018 in Review

Rocaton Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 414,675 shares — an estimated $15.7M sold.

Rocaton Investment Advisors first reported a position in IJH in Q4 2017 and held it in 1 quarter. The position peaked at $15.7M in Q4 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Rocaton Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Rocaton Investment Advisors sold 414,675 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $15.7M.
  • Rocaton Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Rocaton Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $15.7M in Q4 2017.
  • 1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Rocaton Investment Advisors's 13F filing for Q1 2018, filed 14 Nov 2018.