TAT
IJH icon

TD Ameritrade Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TD Ameritrade Trust’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
Q4 		– Sell
-358,565
Closed -$13.1M – 31
2017
Q3 		$13.1M Sell
358,565
-261,165
-42% -$9.1M 3.86% 8
2017
Q2 		$18.3M Buy
619,730
+245,580
+66% +$8.48M 5.01% 5
2017
Q1 		$12.8M Sell
374,150
-197,925
-35% -$6.74M 3.97% 9
2016
Q4 		$18.9M Sell
572,075
-10,360
-2% -$329K 5.33% 7
2016
Q3 		$18M Sell
582,435
-18,170
-3% -$562K 5.12% 8
2016
Q2 		$17.9M Sell
600,605
-14,650
-2% -$430K 5.5% 7
2016
Q1 		$17.7M Sell
615,255
-47,935
-7% -$1.28M 4.98% 5
2015
Q4 		$18.5M Sell
663,190
-17,800
-3% -$509K 5.34% 5
2015
Q3 		$18.6M Sell
680,990
-68,910
-9% -$2M 5.49% 6
2015
Q2 		$22.5M Sell
749,900
-124,010
-14% -$3.78M 6.06% 6
2015
Q1 		$26.6M Sell
873,910
-16,265
-2% -$481K 6.13% 6
2014
Q4 		$26.1M Sell
890,175
-5,010
-0.6% -$141K 6.32% 6
2014
Q3 		$24.5M Buy
895,185
+5,155
+0.6% +$145K 6.84% 5
2014
Q2 		$25.5M Sell
890,030
-96,025
-10% -$2.64M 7.37% 6
2014
Q1 		$27.1M Sell
986,055
-55,980
-5% -$1.51M 8.19% 4
2013
Q4 		$27.8M Buy
1,042,035
+26,860
+3% +$693K 8.43% 4
2013
Q3 		$25.2M Sell
1,015,175
-238,740
-19% -$5.83M 8.26% 5
2013
Q2 		$29M Buy
+1,253,915
New +$29.1M 8.91% 2

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

TD Ameritrade Trust's IJH Position: Q4 2017 in Review

TD Ameritrade Trust sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 358,565 shares — an estimated $13.1M sold.

TD Ameritrade Trust first reported a position in IJH in Q2 2013 and held it in 18 quarters. The position peaked at $29M in Q2 2013. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • TD Ameritrade Trust reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • TD Ameritrade Trust sold 358,565 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $13.1M.
  • TD Ameritrade Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
  • TD Ameritrade Trust's iShares Core S&P Mid-Cap ETF position peaked at $29M in Q2 2013.
  • 1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on TD Ameritrade Trust's 13F filing for Q4 2017, filed 26 Feb 2018.