Squar Milner Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-5,435	Closed	-$156K	–	443
2020 Q1	$156K	Hold	5,435	–	–	0.09%	202
2019 Q4	$223K	Hold	5,435	–	–	0.11%	184
2019 Q3	$201K	Hold	5,435	–	–	0.1%	214
2019 Q2	$211K	Hold	5,435	–	–	0.14%	156
2019 Q1	$205K	Hold	5,435	–	–	0.15%	162
2018 Q4	$181K	Sell	5,435 -4,795	-47%	-$175K	0.17%	147
2018 Q3	$412K	Buy	10,230 +205	+2%	+$8.24K	0.37%	62
2018 Q2	$391K	Hold	10,025	–	–	0.34%	75
2018 Q1	$376K	Hold	10,025	–	–	0.47%	64
2017 Q4	$396K	Buy	+10,025	New	+$371K	0.48%	71

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

RJA

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

Squar Milner Financial Services's IJH Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 5,435 shares — an estimated $156K sold.

Squar Milner Financial Services first reported a position in IJH in Q4 2017 and held it in 10 quarters. The position peaked at $412K in Q3 2018. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,435 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $156K.
Squar Milner Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $412K in Q3 2018.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.