South Texas Money Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

South Texas Money 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	$2.33M	Buy	60,190 +3,700	+7%	+$142K	0.1%	94
2019 Q2	$2.19M	Buy	56,490 +1,060	+2%	+$40.6K	0.09%	89
2019 Q1	$2.1M	Buy	55,430 +1,005	+2%	+$37.1K	0.09%	84
2018 Q4	$1.81M	Sell	54,425 -1,730	-3%	-$63.1K	0.09%	91
2018 Q3	$2.26M	Buy	56,155 +3,215	+6%	+$129K	0.1%	90
2018 Q2	$2.06M	Buy	52,940 +3,085	+6%	+$119K	0.09%	87
2018 Q1	$1.87M	Buy	49,855 +1,755	+4%	+$67.1K	0.09%	90
2017 Q4	$1.83M	Sell	48,100 -465	-1%	-$17.2K	0.08%	88
2017 Q3	$1.74M	Sell	48,565 -3,000	-6%	-$104K	0.08%	86
2017 Q2	$1.79M	Sell	51,565 -365	-0.7%	-$12.6K	0.09%	82
2017 Q1	$1.78M	Buy	51,930 +3,840	+8%	+$131K	0.09%	84
2016 Q4	$1.59M	Buy	48,090 +1,225	+3%	+$38.8K	0.08%	85
2016 Q3	$1.45M	Buy	46,865 +2,255	+5%	+$69.7K	0.08%	87
2016 Q2	$1.33M	Sell	44,610 -2,935	-6%	-$86.1K	0.07%	87
2016 Q1	$1.37M	Buy	47,545 +4,685	+11%	+$125K	0.08%	88
2015 Q4	$1.19M	Buy	42,860 +470	+1%	+$13.4K	0.07%	96
2015 Q3	$1.16M	Sell	42,390 -4,005	-9%	-$116K	0.07%	95
2015 Q2	$1.39M	Buy	46,395 +5,330	+13%	+$163K	0.08%	90
2015 Q1	$1.25M	Buy	41,065 +4,635	+13%	+$137K	0.07%	89
2014 Q4	$1.05M	Buy	36,430 +750	+2%	+$21.1K	0.06%	93
2014 Q3	$976K	Hold	35,680	–	–	0.06%	88
2014 Q2	$1.02M	Hold	35,680	–	–	0.07%	87
2014 Q1	$981K	Hold	35,680	–	–	0.07%	85
2013 Q4	$955K	Hold	35,680	–	–	0.07%	87
2013 Q3	$886K	Hold	35,680	–	–	0.07%	85
2013 Q2	$824K	Buy	+35,680	New	+$828K	0.07%	87

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

South Texas Money Management's IJH Position: Q3 2019 in Review

South Texas Money Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q3 2019, buying an estimated $142K and bringing the position to 60,190 shares worth $2.33M. The position accounts for 0.1% of the portfolio, ranked #94.

South Texas Money Management first reported a position in IJH in Q2 2013 and has held it in 26 quarters since. 1,302 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

South Texas Money Management held 60,190 shares of iShares Core S&P Mid-Cap ETF worth $2.33M as of Q3 2019.
South Texas Money Management bought 3,700 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $142K.
iShares Core S&P Mid-Cap ETF made up 0.1% of South Texas Money Management's portfolio in Q3 2019, its #94 holding.
South Texas Money Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 26 quarters since.
1,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.