Sanders Morris Harris’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sanders Morris Harris’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 Q1	–	Sell	-6,315	Closed	-$239K	–	223
2019 Q4	$239K	Buy	+6,315	New	+$250K	0.05%	247
2019 Q3	–	Sell	-5,920	Closed	-$230K	–	286
2019 Q2	$230K	Sell	5,920 -120	-2%	-$4.6K	0.06%	237
2019 Q1	$229K	Sell	6,040 -3,570	-37%	-$132K	0.11%	102
2018 Q4	$319K	Sell	9,610 -75	-0.8%	-$2.74K	0.18%	76
2018 Q3	$390K	Buy	9,685 +255	+3%	+$10.3K	0.18%	79
2018 Q2	$367K	Buy	9,430 +2,890	+44%	+$112K	0.17%	85
2018 Q1	$246K	Buy	+6,540	New	+$250K	0.1%	109
2016 Q3	–	Sell	-85,340	Closed	-$2.55M	–	190
2016 Q2	$2.55M	Sell	85,340 -32,195	-27%	-$944K	0.59%	38
2016 Q1	$3.39M	Buy	+117,535	New	+$3.14M	0.58%	35

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Morris Harris's IJH Position: Q1 2020 in Review

Sanders Morris Harris sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 6,315 shares — an estimated $239K sold.

Sanders Morris Harris first reported a position in IJH in Q1 2016 and held it in 9 quarters. The position peaked at $3.39M in Q1 2016. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Sanders Morris Harris reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Sanders Morris Harris sold 6,315 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $239K.
Sanders Morris Harris first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and held it in 9 quarters.
Sanders Morris Harris's iShares Core S&P Mid-Cap ETF position peaked at $3.39M in Q1 2016.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.