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Watson Rebecca’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Watson Rebecca’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
Q3 		$3.04M Sell
81,890
-15,920
-16% -$595K 1.79% 15
2020
Q2 		$3.48M Sell
97,810
-60
-0.1% -$1.99K 2.08% 13
2020
Q1 		$2.94M Sell
97,870
-2,740
-3% -$102K 2.04% 12
2019
Q4 		$4.14M Buy
+100,610
New +$3.99M 2.51% 11

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Watson Rebecca's IJH Position: Q3 2020 in Review

Watson Rebecca reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q3 2020, selling an estimated $595K and leaving 81,890 shares worth $3.04M. The position accounts for 1.79% of the portfolio, ranked #15.

Watson Rebecca first reported a position in IJH in Q4 2019 and has held it in 4 quarters since. The position peaked at $4.14M in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

  • Watson Rebecca held 81,890 shares of iShares Core S&P Mid-Cap ETF worth $3.04M as of Q3 2020.
  • Watson Rebecca sold 15,920 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $595K.
  • iShares Core S&P Mid-Cap ETF made up 1.79% of Watson Rebecca's portfolio in Q3 2020, its #15 holding.
  • Watson Rebecca first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares Core S&P Mid-Cap ETF position peaked at $4.14M in Q4 2019.
  • 1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.