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

Weil Company’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 Q4	–	Sell	-980	Closed	-$38K	–	211
2019 Q3	$38K	Buy	+980	New	+$37.7K	0.03%	205

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weil Company's IJH Position: Q4 2019 in Review

Weil Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 980 shares — an estimated $38K sold.

Weil Company first reported a position in IJH in Q3 2019 and held it in 1 quarter. The position peaked at $38K in Q3 2019. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

Weil Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Weil Company sold 980 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $38K.
Weil Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
Weil Company's iShares Core S&P Mid-Cap ETF position peaked at $38K in Q3 2019.
1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.