Scholtz & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Scholtz & Company’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	-14,210	Closed	-$585K	–	61
2019 Q4	$585K	Hold	14,210	–	–	0.34%	47
2019 Q3	$549K	Hold	14,210	–	–	0.37%	45
2019 Q2	$552K	Hold	14,210	–	–	0.36%	43
2019 Q1	$538K	Hold	14,210	–	–	0.36%	37
2018 Q4	$472K	Hold	14,210	–	–	0.41%	35
2018 Q3	$572K	Hold	14,210	–	–	0.36%	43
2018 Q2	$554K	Hold	14,210	–	–	0.39%	38
2018 Q1	$533K	Hold	14,210	–	–	0.39%	43
2017 Q4	$539K	Hold	14,210	–	–	0.39%	47
2017 Q3	$508K	Buy	+14,210	New	+$495K	0.4%	48

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Scholtz & Company's IJH Position: Q1 2020 in Review

Scholtz & Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 14,210 shares — an estimated $585K sold.

Scholtz & Company first reported a position in IJH in Q3 2017 and held it in 10 quarters. The position peaked at $585K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Scholtz & Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Scholtz & Company sold 14,210 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $585K.
Scholtz & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 10 quarters.
Scholtz & Company's iShares Core S&P Mid-Cap ETF position peaked at $585K in Q4 2019.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Scholtz & Company's 13F filing for Q1 2020, filed 14 May 2020.