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

Shamrock Asset 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 Q3	$16K	Buy	410 +175	+74%	+$6.72K	0.01%	190
2019 Q2	$9K	Buy	+235	New	+$9.01K	0.01%	200
2017 Q3	–	Sell	-900	Closed	-$31K	–	285
2017 Q2	$31K	Hold	900	–	–	0.02%	170
2017 Q1	$31K	Hold	900	–	–	0.02%	164
2016 Q4	$30K	Buy	+900	New	+$28.5K	0.02%	164
2015 Q3	–	Sell	-1,165	Closed	-$35K	–	268
2015 Q2	$35K	Buy	1,165 +580	+99%	+$17.7K	0.02%	141
2015 Q1	$18K	Sell	585 -45	-7%	-$1.33K	0.01%	203
2014 Q4	$18K	Sell	630 -3,890	-86%	-$109K	0.01%	170
2014 Q3	$124K	Sell	4,520 -20,040	-82%	-$565K	0.05%	87
2014 Q2	$703K	Buy	+24,560	New	+$675K	0.22%	80
2014 Q1	–	Sell	-39,855	Closed	-$1.07M	–	268
2013 Q4	$1.07M	Buy	+39,855	New	+$1.03M	0.37%	62

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shamrock Asset Management's IJH Position: Q3 2019 in Review

Shamrock Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 74% in Q3 2019, buying an estimated $6.72K and bringing the position to 410 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #190.

Shamrock Asset Management first reported a position in IJH in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2013. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Shamrock Asset Management held 410 shares of iShares Core S&P Mid-Cap ETF worth $16K as of Q3 2019.
Shamrock Asset Management bought 175 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $6.72K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Shamrock Asset Management's portfolio in Q3 2019, its #190 holding.
Shamrock Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 11 quarters since.
Shamrock Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.07M in Q4 2013.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.