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

Signature Financial 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
2018 Q4	$502K	Sell	15,130 -18,400	-55%	-$671K	0.12%	69
2018 Q3	$1.35M	Hold	33,530	–	–	0.24%	50
2018 Q2	$1.31M	Hold	33,530	–	–	0.28%	50
2018 Q1	$1.26M	Buy	33,530 +8,110	+32%	+$310K	0.26%	49
2017 Q4	$965K	Hold	25,420	–	–	0.26%	48
2017 Q3	$910K	Buy	25,420 +9,855	+63%	+$343K	0.28%	53
2017 Q2	$542K	Hold	15,565	–	–	0.17%	75
2017 Q1	$533K	Hold	15,565	–	–	0.17%	71
2016 Q4	$514K	Hold	15,565	–	–	0.19%	70
2016 Q3	$481K	Hold	15,565	–	–	0.2%	64
2016 Q2	$465K	Sell	15,565 -23,605	-60%	-$692K	0.22%	59
2016 Q1	$1.13M	Hold	39,170	–	–	0.55%	38
2015 Q4	$1.09M	Hold	39,170	–	–	0.53%	34
2015 Q3	$1.07M	Sell	39,170 -2,850	-7%	-$82.9K	0.66%	31
2015 Q2	$1.26M	Hold	42,020	–	–	0.82%	26
2015 Q1	$1.28M	Hold	42,020	–	–	0.82%	24
2014 Q4	$1.22M	Buy	42,020 +8,125	+24%	+$228K	0.85%	23
2014 Q3	$927K	Buy	+33,895	New	+$955K	0.66%	27

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signature Financial Management's IJH Position: Q4 2018 in Review

Signature Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 55% in Q4 2018, selling an estimated $671K and leaving 15,130 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #69.

Signature Financial Management first reported a position in IJH in Q3 2014 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2018. 1,266 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

Signature Financial Management held 15,130 shares of iShares Core S&P Mid-Cap ETF worth $502K as of Q4 2018.
Signature Financial Management sold 18,400 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $671K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Signature Financial Management's portfolio in Q4 2018, its #69 holding.
Signature Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 18 quarters since.
Signature Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $1.35M in Q3 2018.
1,266 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.