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

WealthOne’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 Q1	–	Sell	-2,915	Closed	-$97K	–	294
2018 Q4	$97K	Buy	+2,915	New	+$106K	0.08%	125

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthOne's IJH Position: Q1 2019 in Review

WealthOne sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2019, closing a stake of 2,915 shares — an estimated $97K sold.

WealthOne first reported a position in IJH in Q4 2018 and held it in 1 quarter. The position peaked at $97K in Q4 2018. 1,285 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

WealthOne reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 2,915 iShares Core S&P Mid-Cap ETF shares in Q1 2019, an estimated $97K.
WealthOne first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares Core S&P Mid-Cap ETF position peaked at $97K in Q4 2018.
1,285 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.