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

Shulman DeMeo 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
2020 Q3	–	Sell	-6,500	Closed	-$231K	–	125
2020 Q2	$231K	Buy	+6,500	New	+$216K	0.09%	96

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shulman DeMeo Asset Management's IJH Position: Q3 2020 in Review

Shulman DeMeo Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2020, closing a stake of 6,500 shares — an estimated $231K sold.

Shulman DeMeo Asset Management first reported a position in IJH in Q2 2020 and held it in 1 quarter. The position peaked at $231K in Q2 2020. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Shulman DeMeo Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Shulman DeMeo Asset Management sold 6,500 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $231K.
Shulman DeMeo Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
Shulman DeMeo Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $231K in Q2 2020.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2020, filed 2 Nov 2020.