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

Torch 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
2019
Q4 		$8.82M Sell
214,270
-3,040
-1% -$120K 4.87% 3
2019
Q3 		$8.4M Sell
217,310
-365
-0.2% -$14K 4.97% 3
2019
Q2 		$8.46M Buy
217,675
+475
+0.2% +$18.2K 5.07% 2
2019
Q1 		$8.23M Buy
217,200
+3,085
+1% +$114K 5.09% 2
2018
Q4 		$7.11M Sell
214,115
-3,450
-2% -$126K 5.1% 2
2018
Q3 		$8.76M Sell
217,565
-855
-0.4% -$34.4K 5.25% 3
2018
Q2 		$8.51M Buy
218,420
+1,675
+0.8% +$64.7K 5.35% 3
2018
Q1 		$8.13M Buy
216,745
+2,875
+1% +$110K 5.27% 2
2017
Q4 		$8.12M Buy
213,870
+275
+0.1% +$10.2K 4.96% 2
2017
Q3 		$7.64M Sell
213,595
-485
-0.2% -$16.9K 5.02% 2
2017
Q2 		$7.45M Sell
214,080
-325
-0.2% -$11.2K 5.14% 2
2017
Q1 		$7.34M Sell
214,405
-1,825
-0.8% -$62.1K 4.89% 2
2016
Q4 		$7.15M Hold
216,230
– – 5.04% 3
2016
Q3 		$6.69M Buy
216,230
+4,350
+2% +$134K 4.87% 3
2016
Q2 		$6.33M Buy
211,880
+675
+0.3% +$19.8K 4.62% 3
2016
Q1 		$6.09M Buy
211,205
+625
+0.3% +$16.7K 4.58% 4
2015
Q4 		$5.87M Buy
210,580
+11,650
+6% +$333K 4.29% 4
2015
Q3 		$5.43M Sell
198,930
-1,000
-0.5% -$29.1K 4.18% 3
2015
Q2 		$6M Buy
199,930
+32,310
+19% +$985K 4.15% 3
2015
Q1 		$5.09M Buy
167,620
+9,450
+6% +$280K 3.94% 4
2014
Q4 		$4.58M Sell
158,170
-55,265
-26% -$1.55M 3.52% 3
2014
Q3 		$5.84M Sell
213,435
-1,850
-0.9% -$52.1K 4.28% 3
2014
Q2 		$6.16M Buy
215,285
+2,625
+1% +$72.1K 4.18% 2
2014
Q1 		$5.85M Buy
212,660
+10,850
+5% +$292K 4.24% 3
2013
Q4 		$5.4M Buy
+201,810
New +$5.21M 4.12% 3

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Torch Wealth Management's IJH Position: Q4 2019 in Review

Torch Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q4 2019, selling an estimated $120K and leaving 214,270 shares worth $8.82M. The position accounts for 4.87% of the portfolio, ranked #3.

Torch Wealth Management first reported a position in IJH in Q4 2013 and has held it in 25 quarters since. 1,505 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

  • Torch Wealth Management held 214,270 shares of iShares Core S&P Mid-Cap ETF worth $8.82M as of Q4 2019.
  • Torch Wealth Management sold 3,040 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $120K.
  • iShares Core S&P Mid-Cap ETF made up 4.87% of Torch Wealth Management's portfolio in Q4 2019, its #3 holding.
  • Torch Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 25 quarters since.
  • 1,505 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.