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Wellesley Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wellesley Investment Partners’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 		$9.59M Sell
258,840
-660
-0.3% -$24.7K 3.28% 10
2020
Q2 		$9.23M Sell
259,500
-172,220
-40% -$5.72M 3.26% 10
2020
Q1 		$12.4M Sell
431,720
-133,715
-24% -$4.97M 4.94% 7
2019
Q4 		$23.3M Sell
565,435
-10,430
-2% -$413K 7.15% 5
2019
Q3 		$22.3M Buy
575,865
+2,620
+0.5% +$101K 7.31% 5
2019
Q2 		$22.3M Buy
573,245
+2,395
+0.4% +$91.8K 7.67% 5
2019
Q1 		$21.6M Sell
570,850
-7,610
-1% -$281K 7.42% 5
2018
Q4 		$19.2M Buy
578,460
+15,675
+3% +$572K 6.84% 4
2018
Q3 		$22.7M Buy
562,785
+9,820
+2% +$395K 7.38% 4
2018
Q2 		$21.5M Buy
552,965
+21,360
+4% +$825K 7.49% 4
2018
Q1 		$19.9M Buy
531,605
+34,770
+7% +$1.33M 7.17% 4
2017
Q4 		$18.9M Buy
496,835
+3,655
+0.7% +$135K 7.14% 4
2017
Q3 		$17.6M Buy
493,180
+6,485
+1% +$226K 7.24% 4
2017
Q2 		$16.9M Buy
486,695
+16,535
+4% +$571K 7.12% 4
2017
Q1 		$16.1M Sell
470,160
-2,200
-0.5% -$74.9K 7.11% 4
2016
Q4 		$15.6M Buy
472,360
+17,850
+4% +$566K 7.56% 4
2016
Q3 		$14.1M Sell
454,510
-2,235
-0.5% -$69.1K 7.28% 4
2016
Q2 		$13.6M Buy
456,745
+61,570
+16% +$1.81M 7.36% 4
2016
Q1 		$11.4M Buy
395,175
+76,625
+24% +$2.05M 6.83% 3
2015
Q4 		$8.88M Buy
+318,550
New +$9.1M 6.11% 3

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

Wellesley Investment Partners's IJH Position: Q3 2020 in Review

Wellesley Investment Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q3 2020, selling an estimated $24.7K and leaving 258,840 shares worth $9.59M. The position accounts for 3.28% of the portfolio, ranked #10.

Wellesley Investment Partners first reported a position in IJH in Q4 2015 and has held it in 20 quarters since. The position peaked at $23.3M in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

  • Wellesley Investment Partners held 258,840 shares of iShares Core S&P Mid-Cap ETF worth $9.59M as of Q3 2020.
  • Wellesley Investment Partners sold 660 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $24.7K.
  • iShares Core S&P Mid-Cap ETF made up 3.28% of Wellesley Investment Partners's portfolio in Q3 2020, its #10 holding.
  • Wellesley Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $23.3M in Q4 2019.
  • 1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.