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

Smith & Howard 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
2020 Q1	–	Sell	-28,010	Closed	-$1.15M	–	73
2019 Q4	$1.15M	Buy	28,010 +18,510	+195%	+$734K	0.39%	33
2019 Q3	$367K	Buy	+9,500	New	+$365K	0.15%	46
2018 Q2	–	Sell	-36,790	Closed	-$1.38M	–	50
2018 Q1	$1.38M	Sell	36,790 -185	-0.5%	-$7.08K	0.59%	19
2017 Q4	$1.4M	Buy	36,975 +185	+0.5%	+$6.84K	0.66%	17
2017 Q3	$1.32M	Hold	36,790	–	–	0.62%	16
2017 Q2	$1.28M	Hold	36,790	–	–	0.61%	17
2017 Q1	$1.26M	Hold	36,790	–	–	0.6%	17
2016 Q4	$1.22M	Hold	36,790	–	–	0.63%	16
2016 Q3	$1.14M	Hold	36,790	–	–	0.59%	17
2016 Q2	$1.1M	Hold	36,790	–	–	0.53%	19
2016 Q1	$1.06M	Hold	36,790	–	–	0.44%	20
2015 Q4	$1.02M	Hold	36,790	–	–	0.5%	21
2015 Q3	$1M	Hold	36,790	–	–	0.48%	15
2015 Q2	$1.1M	Hold	36,790	–	–	0.48%	17
2015 Q1	$1.12M	Hold	36,790	–	–	0.48%	15
2014 Q4	$1.06M	Hold	36,790	–	–	0.51%	17
2014 Q3	$1.01M	Hold	36,790	–	–	0.52%	15
2014 Q2	$1.05M	Buy	+36,790	New	+$1.01M	0.55%	15

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith & Howard Wealth Management's IJH Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 28,010 shares — an estimated $1.15M sold.

Smith & Howard Wealth Management first reported a position in IJH in Q2 2014 and held it in 18 quarters. The position peaked at $1.4M in Q4 2017. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Smith & Howard Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Smith & Howard Wealth Management sold 28,010 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $1.15M.
Smith & Howard Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and held it in 18 quarters.
Smith & Howard Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.4M in Q4 2017.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.