Royal Fund Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Royal Fund Management’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
2020 Q2	–	Sell	-585	Closed	-$16K	–	333
2020 Q1	$16K	Hold	585	–	–	0.01%	321
2019 Q4	$24K	Hold	585	–	–	0.01%	312
2019 Q3	$22K	Hold	585	–	–	0.01%	312
2019 Q2	$22K	Hold	585	–	–	0.01%	308
2019 Q1	$22K	Hold	585	–	–	0.01%	285
2018 Q4	$19K	Hold	585	–	–	0.01%	270
2018 Q3	$23K	Sell	585 -815	-58%	-$32.8K	0.01%	262
2018 Q2	$54K	Buy	1,400 +815	+139%	+$31.5K	0.02%	185
2018 Q1	$21K	Sell	585 -2,305	-80%	-$88.2K	0.01%	274
2017 Q4	$109K	Buy	2,890 +1,790	+163%	+$66.2K	0.04%	157
2017 Q3	$39K	Buy	1,100 +515	+88%	+$17.9K	0.02%	191
2017 Q2	$20K	Buy	585 +90	+18%	+$3.11K	0.01%	220
2017 Q1	$16K	Hold	495	–	–	0.01%	230
2016 Q4	$16K	Buy	+495	New	+$15.7K	0.01%	219

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Fund Management's IJH Position: Q2 2020 in Review

Royal Fund Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 585 shares — an estimated $16K sold.

Royal Fund Management first reported a position in IJH in Q4 2016 and held it in 14 quarters. The position peaked at $109K in Q4 2017. 1,390 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Royal Fund Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 585 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $16K.
Royal Fund Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 14 quarters.
Royal Fund Management's iShares Core S&P Mid-Cap ETF position peaked at $109K in Q4 2017.
1,390 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.