Secrest Blakey & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Secrest Blakey & Associates’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	-22,490	Closed	-$869K	–	86
2019 Q3	$869K	Sell	22,490 -45	-0.2%	-$1.73K	0.72%	39
2019 Q2	$876K	Sell	22,535 -115	-0.5%	-$4.41K	0.76%	39
2019 Q1	$858K	Sell	22,650 -7,860	-26%	-$290K	0.83%	37
2018 Q4	$1.01M	Sell	30,510 -6,935	-19%	-$253K	0.85%	33
2018 Q3	$1.51M	Sell	37,445 -40	-0.1%	-$1.61K	1.17%	21
2018 Q2	$1.47M	Buy	37,485 +235	+0.6%	+$9.08K	1.15%	22
2018 Q1	$1.4M	Sell	37,250 -115	-0.3%	-$4.4K	1.19%	23
2017 Q4	$1.42M	Buy	+37,365	New	+$1.38M	1.15%	22

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

Secrest Blakey & Associates's IJH Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 22,490 shares — an estimated $869K sold.

Secrest Blakey & Associates first reported a position in IJH in Q4 2017 and held it in 8 quarters. The position peaked at $1.51M in Q3 2018. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Secrest Blakey & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Secrest Blakey & Associates sold 22,490 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $869K.
Secrest Blakey & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
Secrest Blakey & Associates's iShares Core S&P Mid-Cap ETF position peaked at $1.51M in Q3 2018.
1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.