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Stuart Chaussee & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stuart Chaussee & Associates’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
2017
Q1 		– Sell
-182,875
Closed -$6.05M – 79
2016
Q4 		$6.05M Buy
+182,875
New +$5.8M 4.68% 7

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stuart Chaussee & Associates's IJH Position: Q1 2017 in Review

Stuart Chaussee & Associates sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2017, closing a stake of 182,875 shares — an estimated $6.05M sold.

Stuart Chaussee & Associates first reported a position in IJH in Q4 2016 and held it in 1 quarter. The position peaked at $6.05M in Q4 2016. 920 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

  • Stuart Chaussee & Associates reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 182,875 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $6.05M.
  • Stuart Chaussee & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Stuart Chaussee & Associates's iShares Core S&P Mid-Cap ETF position peaked at $6.05M in Q4 2016.
  • 920 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2017, filed 8 May 2017.