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

Ruggie Capital 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
2019 Q4	–	Sell	-5,670	Closed	-$219K	–	65
2019 Q3	$219K	Buy	+5,670	New	+$218K	0.29%	73
2019 Q2	–	Sell	-6,125	Closed	-$232K	–	310
2019 Q1	$232K	Sell	6,125 -16,865	-73%	-$623K	0.27%	65
2018 Q4	$764K	Buy	22,990 +17,805	+343%	+$650K	0.34%	74
2018 Q3	$209K	Buy	5,185 +1,930	+59%	+$77.6K	0.14%	89
2018 Q2	$127K	Buy	3,255 +2,940	+933%	+$114K	0.06%	131
2018 Q1	$12K	Sell	315 -295	-48%	-$11.3K	0.01%	214
2017 Q4	$23K	Buy	+610	New	+$22.6K	0.01%	186

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ruggie Capital Group's IJH Position: Q4 2019 in Review

Ruggie Capital Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 5,670 shares — an estimated $219K sold.

Ruggie Capital Group first reported a position in IJH in Q4 2017 and held it in 7 quarters. The position peaked at $764K in Q4 2018. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Ruggie Capital Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Ruggie Capital Group sold 5,670 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $219K.
Ruggie Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Ruggie Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $764K in Q4 2018.
1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Ruggie Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.