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

Stearns Financial Services Group’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	$44K	Hold	1,185	–	–	0.01%	174
2020 Q2	$42K	Sell	1,185 -370	-24%	-$12.3K	0.01%	164
2020 Q1	$45K	Hold	1,555	–	–	0.01%	153
2019 Q4	$64K	Buy	1,555 +370	+31%	+$14.7K	0.01%	154
2019 Q3	$46K	Hold	1,185	–	–	0.01%	150
2019 Q2	$46K	Hold	1,185	–	–	0.01%	144
2019 Q1	$45K	Hold	1,185	–	–	0.01%	148
2018 Q4	$39K	Hold	1,185	–	–	0.01%	150
2018 Q3	$48K	Buy	+1,185	New	+$47.6K	0.01%	146

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

RJA

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

Stearns Financial Services Group's IJH Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2020 at 1,185 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #174.

Stearns Financial Services Group first reported a position in IJH in Q3 2018 and has held it in 9 quarters since. The position peaked at $64K in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Stearns Financial Services Group held 1,185 shares of iShares Core S&P Mid-Cap ETF worth $44K as of Q3 2020.
Stearns Financial Services Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2020.
iShares Core S&P Mid-Cap ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #174 holding.
Stearns Financial Services Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's iShares Core S&P Mid-Cap ETF position peaked at $64K in Q4 2019.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.