USCA RIA’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

USCA RIA’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 Q1	–	Sell	-9,680	Closed	-$398K	–	445
2019 Q4	$398K	Buy	9,680 +1,325	+16%	+$52.5K	0.04%	361
2019 Q3	$323K	Buy	8,355 +60	+0.7%	+$2.31K	0.03%	365
2019 Q2	$322K	Buy	8,295 +1,260	+18%	+$48.3K	0.03%	356
2019 Q1	$266K	Hold	7,035	–	–	0.03%	363
2018 Q4	$234K	Buy	7,035 +930	+15%	+$33.9K	0.03%	366
2018 Q3	$246K	Buy	6,105 +215	+4%	+$8.64K	0.03%	416
2018 Q2	$229K	Buy	5,890 +360	+7%	+$13.9K	0.02%	413
2018 Q1	$207K	Sell	5,530 -2,090	-27%	-$79.9K	0.02%	408
2017 Q4	$289K	Buy	7,620 +165	+2%	+$6.1K	0.03%	366
2017 Q3	$259K	Hold	7,455	–	–	0.03%	365
2017 Q2	$259K	Buy	+7,455	New	+$257K	0.03%	369

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCA RIA's IJH Position: Q1 2020 in Review

USCA RIA sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 9,680 shares — an estimated $398K sold.

USCA RIA first reported a position in IJH in Q2 2017 and held it in 11 quarters. The position peaked at $398K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

USCA RIA reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
USCA RIA sold 9,680 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $398K.
USCA RIA first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 11 quarters.
USCA RIA's iShares Core S&P Mid-Cap ETF position peaked at $398K in Q4 2019.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.