Sunflower Bank Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	–	Sell	-12,250	Closed	-$436K	–	120
2020 Q2	$436K	Sell	12,250 -1,500	-11%	-$49.8K	0.15%	83
2020 Q1	$396K	Hold	13,750	–	–	0.15%	82
2019 Q4	$566K	Sell	13,750 -225	-2%	-$8.92K	0.17%	81
2019 Q3	$540K	Hold	13,975	–	–	0.17%	82
2019 Q2	$543K	Hold	13,975	–	–	0.18%	83
2019 Q1	$529K	Hold	13,975	–	–	0.16%	85
2018 Q4	$464K	Hold	13,975	–	–	0.15%	91
2018 Q3	$563K	Hold	13,975	–	–	0.16%	90
2018 Q2	$544K	Hold	13,975	–	–	0.16%	90
2018 Q1	$524K	Hold	13,975	–	–	0.14%	89
2017 Q4	$530K	Buy	+13,975	New	+$517K	0.14%	85

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunflower Bank Wealth Management's IJH Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2020, closing a stake of 12,250 shares — an estimated $436K sold.

Sunflower Bank Wealth Management first reported a position in IJH in Q4 2017 and held it in 11 quarters. The position peaked at $566K in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 12,250 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $436K.
Sunflower Bank Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 11 quarters.
Sunflower Bank Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $566K in Q4 2019.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.