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Vantage Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$413K Buy
10,250
+320
+3% +$12.9K 0.09% 109
2018
Q2 		$387K Sell
9,930
-210
-2% -$8.11K 0.09% 104
2018
Q1 		$380K Sell
10,140
-195
-2% -$7.46K 0.1% 104
2017
Q4 		$392K Sell
10,335
-85
-0.8% -$3.14K 0.09% 114
2017
Q3 		$373K Buy
10,420
+315
+3% +$11K 0.1% 104
2017
Q2 		$352K Sell
10,105
-470
-4% -$16.2K 0.1% 100
2017
Q1 		$362K Sell
10,575
-475
-4% -$16.2K 0.12% 96
2016
Q4 		$365K Sell
11,050
-25
-0.2% -$793 0.15% 92
2016
Q3 		$343K Sell
11,075
-580
-5% -$17.9K 0.15% 87
2016
Q2 		$316K Buy
11,655
+4,110
+54% +$121K 0.13% 100
2016
Q1 		$218K Buy
7,545
+595
+9% +$15.9K 0.1% 115
2015
Q4 		$194K Sell
6,950
-1,860
-21% -$53.1K 0.1% 116
2015
Q3 		$241K Buy
8,810
+2,400
+37% +$69.8K 0.14% 104
2015
Q2 		$192K Sell
6,410
-3,935
-38% -$120K 0.11% 116
2015
Q1 		$314K Buy
10,345
+6,135
+146% +$181K 0.09% 123
2014
Q4 		$122K Hold
4,210
– – 0.07% 147
2014
Q3 		$115K Sell
4,210
-100
-2% -$2.82K 0.07% 145
2014
Q2 		$123K Hold
4,310
– – 0.08% 143
2014
Q1 		$118K Hold
4,310
– – 0.08% 146
2013
Q4 		$115K Buy
+4,310
New +$111K 0.08% 141

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vantage Investment Advisors's IJH Position: Q3 2018 in Review

Vantage Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q3 2018, buying an estimated $12.9K and bringing the position to 10,250 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #109.

Vantage Investment Advisors first reported a position in IJH in Q4 2013 and has held it in 20 quarters since. 1,171 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

  • Vantage Investment Advisors held 10,250 shares of iShares Core S&P Mid-Cap ETF worth $413K as of Q3 2018.
  • Vantage Investment Advisors bought 320 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $12.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Vantage Investment Advisors's portfolio in Q3 2018, its #109 holding.
  • Vantage Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 20 quarters since.
  • 1,171 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.