Stokes & Hubbell Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stokes & Hubbell Capital 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 Q1	$13.7M	Buy	360,525 +2,120	+0.6%	+$78.3K	2.87%	6
2018 Q4	$11.9M	Sell	358,405 -21,325	-6%	-$778K	2.7%	10
2018 Q3	$15.3M	Buy	379,730 +95,425	+34%	+$3.84M	3.17%	9
2018 Q2	$11.1M	Buy	284,305 +9,300	+3%	+$359K	2.51%	12
2018 Q1	$10.3M	Buy	275,005 +28,725	+12%	+$1.1M	2.39%	13
2017 Q4	$9.35M	Buy	246,280 +18,135	+8%	+$671K	2.25%	13
2017 Q3	$8.16M	Buy	228,145 +5,315	+2%	+$185K	2.11%	13
2017 Q2	$7.75M	Buy	222,830 +13,550	+6%	+$468K	2.38%	9
2017 Q1	$7.17M	Buy	209,280 +88,070	+73%	+$3M	2.43%	8
2016 Q4	$4.01M	Buy	121,210 +7,705	+7%	+$244K	1.56%	16
2016 Q3	$3.51M	Buy	113,505 +2,000	+2%	+$61.8K	1.45%	16
2016 Q2	$3.33M	Buy	111,505 +14,365	+15%	+$421K	1.44%	15
2016 Q1	$2.8M	Buy	97,140 +20,670	+27%	+$552K	1.3%	18
2015 Q4	$2.13M	Buy	76,470 +19,875	+35%	+$568K	1.15%	22
2015 Q3	$1.55M	Buy	+56,595	New	+$1.65M	0.94%	28

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stokes & Hubbell Capital Management's IJH Position: Q1 2019 in Review

Stokes & Hubbell Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.59% in Q1 2019, buying an estimated $78.3K and bringing the position to 360,525 shares worth $13.7M. The position accounts for 2.87% of the portfolio, ranked #6.

Stokes & Hubbell Capital Management first reported a position in IJH in Q3 2015 and has held it in 15 quarters since. The position peaked at $15.3M in Q3 2018. 1,285 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

Stokes & Hubbell Capital Management held 360,525 shares of iShares Core S&P Mid-Cap ETF worth $13.7M as of Q1 2019.
Stokes & Hubbell Capital Management bought 2,120 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $78.3K.
iShares Core S&P Mid-Cap ETF made up 2.87% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #6 holding.
Stokes & Hubbell Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 15 quarters since.
Stokes & Hubbell Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $15.3M in Q3 2018.
1,285 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.