Wealth & Pension Services Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$994K	Sell	25,725 -9,755	-27%	-$375K	0.72%	40
2019 Q2	$1.38M	Buy	35,480 +6,140	+21%	+$235K	1%	32
2019 Q1	$1.11M	Buy	29,340 +11,855	+68%	+$438K	0.86%	34
2018 Q4	$581K	Sell	17,485 -23,690	-58%	-$864K	0.52%	55
2018 Q3	$1.66M	Buy	+41,175	New	+$1.66M	1.66%	19

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth & Pension Services Group's IJH Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q3 2019, selling an estimated $375K and leaving 25,725 shares worth $994K. The position accounts for 0.72% of the portfolio, ranked #40.

Wealth & Pension Services Group first reported a position in IJH in Q3 2018 and has held it in 5 quarters since. The position peaked at $1.66M in Q3 2018. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

Wealth & Pension Services Group held 25,725 shares of iShares Core S&P Mid-Cap ETF worth $994K as of Q3 2019.
Wealth & Pension Services Group sold 9,755 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $375K.
iShares Core S&P Mid-Cap ETF made up 0.72% of Wealth & Pension Services Group's portfolio in Q3 2019, its #40 holding.
Wealth & Pension Services Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 5 quarters since.
Wealth & Pension Services Group's iShares Core S&P Mid-Cap ETF position peaked at $1.66M in Q3 2018.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.