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

Viridian 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	-4,950	Closed	-$204K	–	56
2019 Q4	$204K	Buy	+4,950	New	+$196K	0.07%	59
2018 Q4	–	Sell	-5,355	Closed	-$215K	–	54
2018 Q3	$215K	Buy	+5,355	New	+$215K	0.09%	51

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

Viridian RIA's IJH Position: Q1 2020 in Review

Viridian RIA sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 4,950 shares — an estimated $204K sold.

Viridian RIA first reported a position in IJH in Q3 2018 and held it in 2 quarters. The position peaked at $215K in Q3 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Viridian RIA reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Viridian RIA sold 4,950 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $204K.
Viridian RIA first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 2 quarters.
Viridian RIA's iShares Core S&P Mid-Cap ETF position peaked at $215K in Q3 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Viridian RIA's 13F filing for Q1 2020, filed 9 Apr 2020.