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Stratford Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stratford Consulting’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
Q1 		$1.78M Sell
61,920
-29,800
-32% -$1.11M 0.81% 24
2019
Q4 		$3.78M Sell
91,720
-6,550
-7% -$260K 1.23% 17
2019
Q3 		$3.8M Sell
98,270
-1,070
-1% -$41.1K 1.3% 17
2019
Q2 		$3.86M Buy
99,340
+15
+0% +$575 1.36% 17
2019
Q1 		$3.76M Sell
99,325
-945
-0.9% -$34.9K 1.34% 17
2018
Q4 		$3.33M Sell
100,270
-2,250
-2% -$82.1K 1.34% 17
2018
Q3 		$4.13M Sell
102,520
-3,110
-3% -$125K 1.47% 17
2018
Q2 		$4.12M Sell
105,630
-2,340
-2% -$90.4K 1.53% 17
2018
Q1 		$4.05M Sell
107,970
-835
-0.8% -$31.9K 1.54% 16
2017
Q4 		$4.13M Sell
108,805
-5,625
-5% -$208K 1.48% 17
2017
Q3 		$4.09M Buy
114,430
+300
+0.3% +$10.4K 1.52% 17
2017
Q2 		$3.97M Sell
114,130
-1,380
-1% -$47.6K 1.68% 14
2017
Q1 		$3.96M Sell
115,510
-1,955
-2% -$66.5K 1.58% 15
2016
Q4 		$3.88M Sell
117,465
-650
-0.6% -$20.6K 1.68% 14
2016
Q3 		$3.65M Sell
118,115
-5,510
-4% -$170K 1.62% 15
2016
Q2 		$3.69M Buy
123,625
+85
+0.1% +$2.49K 1.66% 15
2016
Q1 		$3.56M Buy
123,540
+240
+0.2% +$6.41K 1.67% 15
2015
Q4 		$3.44M Sell
123,300
-5,030
-4% -$144K 1.78% 14
2015
Q3 		$3.51M Sell
128,330
-505
-0.4% -$14.7K 1.88% 14
2015
Q2 		$3.87M Sell
128,835
-1,305
-1% -$39.8K 1.93% 13
2015
Q1 		$3.96M Sell
130,140
-1,890
-1% -$55.9K 1.95% 14
2014
Q4 		$3.82M Buy
132,030
+235
+0.2% +$6.6K 1.96% 14
2014
Q3 		$3.6M Sell
131,795
-2,990
-2% -$84.3K 1.93% 14
2014
Q2 		$3.86M Sell
134,785
-2,855
-2% -$78.4K 2% 14
2014
Q1 		$3.78M Sell
137,640
-3,510
-2% -$94.4K 2.06% 14
2013
Q4 		$3.78M Buy
141,150
+275
+0.2% +$7.1K 2.15% 13
2013
Q3 		$3.5M Buy
140,875
+950
+0.7% +$23.2K 2.13% 14
2013
Q2 		$3.25M Buy
+139,925
New +$3.25M 1.99% 13

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stratford Consulting's IJH Position: Q1 2020 in Review

Stratford Consulting reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 32% in Q1 2020, selling an estimated $1.11M and leaving 61,920 shares worth $1.78M. The position accounts for 0.81% of the portfolio, ranked #24.

Stratford Consulting first reported a position in IJH in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.13M in Q4 2017. 1,387 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Stratford Consulting held 61,920 shares of iShares Core S&P Mid-Cap ETF worth $1.78M as of Q1 2020.
  • Stratford Consulting sold 29,800 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $1.11M.
  • iShares Core S&P Mid-Cap ETF made up 0.81% of Stratford Consulting's portfolio in Q1 2020, its #24 holding.
  • Stratford Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 28 quarters since.
  • Stratford Consulting's iShares Core S&P Mid-Cap ETF position peaked at $4.13M in Q4 2017.
  • 1,387 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.