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

WealthShield’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
2017
Q4 		$804K Buy
+20,980
New +$776K 0.49% 42

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

WealthShield's IJH Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017: 20,980 shares worth $804K. The stake represents 0.49% of the portfolio and ranks #42 among its holdings.

1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • WealthShield held 20,980 shares of iShares Core S&P Mid-Cap ETF worth $804K as of Q4 2017.
  • iShares Core S&P Mid-Cap ETF was a new WealthShield position in Q4 2017.
  • iShares Core S&P Mid-Cap ETF made up 0.49% of WealthShield's portfolio in Q4 2017, its #42 holding.
  • 1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.