Vickerman & Driscoll Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vickerman & Driscoll Financial 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 Q4	–	Sell	-765	Closed	-$31K	–	83
2018 Q3	$31K	Buy	765 +20	+3%	+$804	0.02%	89
2018 Q2	$29K	Sell	745 -1,905	-72%	-$73.6K	0.02%	88
2018 Q1	$99K	Sell	2,650 -3,945	-60%	-$151K	0.07%	77
2017 Q4	$250K	Buy	+6,595	New	+$244K	0.2%	68

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Vickerman & Driscoll Financial Advisors's IJH Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 765 shares — an estimated $31K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IJH in Q4 2017 and held it in 4 quarters. The position peaked at $250K in Q4 2017. 1,265 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 765 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $31K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $250K in Q4 2017.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.