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RPTC Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

RPTC Inc’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
-33,175
Closed -$955K – 7
2020
Q1 		$955K Buy
33,175
+180
+0.5% +$6.69K 0.3% 9
2019
Q4 		$1.36M Buy
32,995
+140
+0.4% +$5.55K 0.31% 10
2019
Q3 		$1.27M Buy
32,855
+140
+0.4% +$5.38K 0.31% 10
2019
Q2 		$1.27M Buy
32,715
+140
+0.4% +$5.37K 0.3% 10
2019
Q1 		$1.23M Buy
32,575
+115
+0.4% +$4.25K 0.29% 10
2018
Q4 		$1.08M Buy
32,460
+220
+0.7% +$8.03K 0.27% 10
2018
Q3 		$1.3M Buy
+32,240
New +$1.3M 0.29% 13

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RPTC Inc's IJH Position: Q2 2020 in Review

RPTC Inc sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 33,175 shares — an estimated $955K sold.

RPTC Inc first reported a position in IJH in Q3 2018 and held it in 7 quarters. The position peaked at $1.36M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • RPTC Inc reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • RPTC Inc sold 33,175 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $955K.
  • RPTC Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 7 quarters.
  • RPTC Inc's iShares Core S&P Mid-Cap ETF position peaked at $1.36M in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on RPTC Inc's 13F filing for Q2 2020, filed 12 Aug 2020.