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Wealthspire Advisors (Maryland)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealthspire Advisors (Maryland)’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 		$73.2M Buy
1,975,830
+1,107,495
+128% +$41.4M 2.58% 9
2020
Q2 		$30.9M Sell
868,335
-27,150
-3% -$902K 2.21% 10
2020
Q1 		$25.8M Sell
895,485
-358,035
-29% -$13.3M 2.24% 9
2019
Q4 		$51.6M Buy
1,253,520
+65,770
+6% +$2.61M 3.46% 5
2019
Q3 		$45.9M Buy
1,187,750
+79,385
+7% +$3.05M 3.36% 7
2019
Q2 		$43.1M Buy
1,108,365
+201,865
+22% +$7.74M 3.22% 8
2019
Q1 		$34.3M Buy
906,500
+169,800
+23% +$6.27M 2.59% 9
2018
Q4 		$24.5M Buy
736,700
+596,510
+426% +$21.8M 2.18% 11
2018
Q3 		$5.64M Buy
140,190
+31,855
+29% +$1.28M 0.47% 37
2018
Q2 		$4.22M Buy
108,335
+42,505
+65% +$1.64M 0.38% 42
2018
Q1 		$2.47M Sell
65,830
-8,910
-12% -$341K 0.23% 66
2017
Q4 		$2.84M Buy
74,740
+1,080
+1% +$39.9K 0.28% 60
2017
Q3 		$2.64M Sell
73,660
-6,490
-8% -$226K 0.29% 57
2017
Q2 		$2.79M Sell
80,150
-7,265
-8% -$251K 0.33% 49
2017
Q1 		$2.99M Sell
87,415
-4,630
-5% -$158K 0.43% 37
2016
Q4 		$3.04M Buy
92,045
+5,810
+7% +$184K 0.46% 34
2016
Q3 		$2.67M Buy
86,235
+6,840
+9% +$211K 0.42% 39
2016
Q2 		$2.37M Buy
79,395
+12,410
+19% +$364K 0.4% 42
2016
Q1 		$1.93M Sell
66,985
-4,985
-7% -$133K 0.34% 51
2015
Q4 		$2M Buy
+71,970
New +$2.06M 0.37% 46

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

Wealthspire Advisors (Maryland)'s IJH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 128% in Q3 2020, buying an estimated $41.4M and bringing the position to 1,975,830 shares worth $73.2M. The position accounts for 2.58% of the portfolio, ranked #9.

Wealthspire Advisors (Maryland) first reported a position in IJH in Q4 2015 and has held it in 20 quarters since. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,975,830 shares of iShares Core S&P Mid-Cap ETF worth $73.2M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,107,495 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $41.4M.
  • iShares Core S&P Mid-Cap ETF made up 2.58% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #9 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.