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

Strategic Capital Alternatives’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
2015
Q3 		$26K Buy
+960
New +$27.9K 0.01% 235
2014
Q4 		– Sell
-2,640
Closed -$72K – 208
2014
Q3 		$72K Buy
+2,640
New +$74.4K 0.03% 196

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Capital Alternatives's IJH Position: Q3 2015 in Review

Strategic Capital Alternatives opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2015: 960 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in IJH as recently as Q3 2014.

Strategic Capital Alternatives first reported a position in IJH in Q3 2014 and has held it in 2 quarters since. The position peaked at $72K in Q3 2014. 636 funds tracked by Wall St. Rank hold IJH as of Q3 2015.

  • Strategic Capital Alternatives held 960 shares of iShares Core S&P Mid-Cap ETF worth $26K as of Q3 2015.
  • iShares Core S&P Mid-Cap ETF was a new Strategic Capital Alternatives position in Q3 2015.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #235 holding.
  • Strategic Capital Alternatives first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 2 quarters since.
  • Strategic Capital Alternatives's iShares Core S&P Mid-Cap ETF position peaked at $72K in Q3 2014.
  • 636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.