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

Stonehearth 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	–	Sell	-6,350	Closed	-$211K	–	50
2018 Q4	$211K	Sell	6,350 -145,870	-96%	-$5.32M	0.18%	45
2018 Q3	$6.13M	Sell	152,220 -2,090	-1%	-$84K	4.67%	11
2018 Q2	$6.01M	Buy	154,310 +1,545	+1%	+$59.7K	4.7%	11
2018 Q1	$5.73M	Buy	152,765 +510	+0.3%	+$19.5K	4.44%	12
2017 Q4	$5.78M	Sell	152,255 -780	-0.5%	-$28.8K	4.39%	12
2017 Q3	$5.48M	Sell	153,035 -2,290	-1%	-$79.8K	4.28%	12
2017 Q2	$5.4M	Sell	155,325 -7,705	-5%	-$266K	4.28%	12
2017 Q1	$5.58M	Buy	163,030 +129,360	+384%	+$4.4M	4.34%	12
2016 Q4	$1.11M	Sell	33,670 -4,260	-11%	-$135K	0.87%	21
2016 Q3	$1.17M	Sell	37,930 -1,970	-5%	-$60.9K	0.91%	21
2016 Q2	$1.19M	Buy	39,900 +1,735	+5%	+$50.9K	0.94%	20
2016 Q1	$1.1M	Buy	38,165 +29,435	+337%	+$786K	0.96%	20
2015 Q4	$243K	Sell	8,730 -11,985	-58%	-$342K	0.16%	36
2015 Q3	$599K	Buy	20,715 +8,520	+70%	+$248K	0.43%	33
2015 Q2	$366K	Sell	12,195 -1,065	-8%	-$32.5K	0.25%	30
2015 Q1	$403K	Sell	13,260 -438,090	-97%	-$13M	0.25%	29
2014 Q4	$13.1M	Buy	+451,350	New	+$12.7M	9.62%	3

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Stonehearth Capital Management's IJH Position: Q1 2019 in Review

Stonehearth Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2019, closing a stake of 6,350 shares — an estimated $211K sold.

Stonehearth Capital Management first reported a position in IJH in Q4 2014 and held it in 17 quarters. The position peaked at $13.1M in Q4 2014. 1,284 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

Stonehearth Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
Stonehearth Capital Management sold 6,350 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $211K.
Stonehearth Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 17 quarters.
Stonehearth Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $13.1M in Q4 2014.
1,284 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on Stonehearth Capital Management's 13F filing for Q1 2019, filed 11 Apr 2019.