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

Westwind Capital’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
Q1 		– Sell
-165
Closed -$7K – 43
2019
Q4 		$7K Buy
+165
New +$6.54K ﹤0.01% 42

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westwind Capital's IJH Position: Q1 2020 in Review

Westwind Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 165 shares — an estimated $7K sold.

Westwind Capital first reported a position in IJH in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Westwind Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Westwind Capital sold 165 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $7K.
  • Westwind Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Westwind Capital's iShares Core S&P Mid-Cap ETF position peaked at $7K in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Westwind Capital's 13F filing for Q1 2020, filed 1 May 2020.