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

Tradition Asset 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 Q2	$949K	Hold	26,685	–	–	0.27%	92
2020 Q1	$767K	Sell	26,685 -75	-0.3%	-$2.79K	0.26%	91
2019 Q4	$1.1M	Buy	26,760 +75	+0.3%	+$2.97K	0.27%	95
2019 Q3	$1.03M	Hold	26,685	–	–	0.27%	97
2019 Q2	$1.04M	Buy	+26,685	New	+$1.02M	0.27%	97

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Tradition Asset Management's IJH Position: Q2 2020 in Review

Tradition Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2020 at 26,685 shares worth $949K. The position accounts for 0.27% of the portfolio, ranked #92.

Tradition Asset Management first reported a position in IJH in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Tradition Asset Management held 26,685 shares of iShares Core S&P Mid-Cap ETF worth $949K as of Q2 2020.
Tradition Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2020.
iShares Core S&P Mid-Cap ETF made up 0.27% of Tradition Asset Management's portfolio in Q2 2020, its #92 holding.
Tradition Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.1M in Q4 2019.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.