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Strategic Point Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Strategic Point 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
2020
Q2 		– Sell
-106,305
Closed -$3.06M – 24
2020
Q1 		$3.06M Sell
106,305
-3,110
-3% -$116K 1.31% 14
2019
Q4 		$4.5M Buy
109,415
+7,395
+7% +$293K 1.65% 13
2019
Q3 		$3.94M Buy
102,020
+7,300
+8% +$281K 1.54% 13
2019
Q2 		$3.68M Sell
94,720
-835
-0.9% -$32K 1.56% 13
2019
Q1 		$3.62M Sell
95,555
-8,275
-8% -$306K 1.62% 13
2018
Q4 		$3.45M Buy
103,830
+7,600
+8% +$277K 1.63% 13
2018
Q3 		$3.87M Buy
96,230
+13,820
+17% +$555K 93.78% 1
2018
Q2 		$3.21M Buy
82,410
+26,740
+48% +$1.03M 1.26% 14
2018
Q1 		$2.09M Buy
55,670
+17,885
+47% +$684K 0.86% 16
2017
Q4 		$1.43M Buy
37,785
+10,190
+37% +$377K 0.56% 17
2017
Q3 		$987K Buy
27,595
+11,865
+75% +$413K 0.37% 17
2017
Q2 		$547K Buy
15,730
+11,380
+262% +$393K 0.21% 17
2017
Q1 		$148 Buy
+4,350
New +$148K ﹤0.01% 16

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Point Investment Advisors's IJH Position: Q2 2020 in Review

Strategic Point Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 106,305 shares — an estimated $3.06M sold.

Strategic Point Investment Advisors first reported a position in IJH in Q1 2017 and held it in 13 quarters. The position peaked at $4.5M in Q4 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • Strategic Point Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 106,305 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $3.06M.
  • Strategic Point Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and held it in 13 quarters.
  • Strategic Point Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.5M in Q4 2019.
  • 1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.