Vaughan David Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vaughan David Investments’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	–	Sell	-10,490	Closed	-$409K	–	175
2018 Q2	$409K	Sell	10,490 -11,985	-53%	-$463K	0.02%	135
2018 Q1	$843K	Buy	22,475 +6,425	+40%	+$246K	0.04%	108
2017 Q4	$609K	Buy	+16,050	New	+$594K	0.03%	121
2015 Q2	–	Sell	-13,000	Closed	-$395K	–	155
2015 Q1	$395K	Buy	13,000 +3,345	+35%	+$99K	0.02%	123
2014 Q4	$280K	Buy	9,655 +785	+9%	+$22.1K	0.02%	140
2014 Q3	$243K	Sell	8,870 -65	-0.7%	-$1.83K	0.01%	141
2014 Q2	$256K	Hold	8,935	–	–	0.02%	144
2014 Q1	$246K	Hold	8,935	–	–	0.02%	139
2013 Q4	$239K	Hold	8,935	–	–	0.02%	140
2013 Q3	$222K	Hold	8,935	–	–	0.02%	143
2013 Q2	$206K	Buy	+8,935	New	+$207K	0.01%	138

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vaughan David Investments's IJH Position: Q3 2018 in Review

Vaughan David Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2018, closing a stake of 10,490 shares — an estimated $409K sold.

Vaughan David Investments first reported a position in IJH in Q2 2013 and held it in 11 quarters. The position peaked at $843K in Q1 2018. 1,172 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

Vaughan David Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Vaughan David Investments sold 10,490 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $409K.
Vaughan David Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 11 quarters.
Vaughan David Investments's iShares Core S&P Mid-Cap ETF position peaked at $843K in Q1 2018.
1,172 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Vaughan David Investments's 13F filing for Q3 2018, filed 13 Nov 2018.