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Stevens First Principles Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stevens First Principles Investment Advisors’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
2017
Q3 		– Sell
-30
Closed -$1K – 182
2017
Q2 		$1K Buy
+30
New +$1.04K ﹤0.01% 179

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Stevens First Principles Investment Advisors's IJH Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2017, closing a stake of 30 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in IJH in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 943 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

  • Stevens First Principles Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 30 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $1K.
  • Stevens First Principles Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1K in Q2 2017.
  • 943 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.