Sequoia Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sequoia Wealth Management’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	-39,610	Closed	-$1.53M	–	33
2019 Q3	$1.53M	Buy	39,610 +5,965	+18%	+$229K	3.13%	7
2019 Q2	$1.3M	Sell	33,645 -8,785	-21%	-$337K	1.23%	18
2019 Q1	$1.6M	Buy	42,430 +11,695	+38%	+$432K	1.3%	18
2018 Q4	$1.02M	Sell	30,735 -13,490	-31%	-$492K	1.01%	23
2018 Q3	$1.78M	Sell	44,225 -11,410	-21%	-$459K	1.53%	21
2018 Q2	$1.48M	Buy	55,635 +23,195	+72%	+$896K	1.57%	17
2018 Q1	$1.22M	Sell	32,440 -11,470	-26%	-$439K	1.18%	19
2017 Q4	$1.71M	Buy	+43,910	New	+$1.62M	1.54%	19

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

Sequoia Wealth Management's IJH Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 39,610 shares — an estimated $1.53M sold.

Sequoia Wealth Management first reported a position in IJH in Q4 2017 and held it in 8 quarters. The position peaked at $1.78M in Q3 2018. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 39,610 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $1.53M.
Sequoia Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.78M 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 Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.