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Winslow Evans & Crocker’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Winslow Evans & Crocker’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
Q4 		$128K Buy
2,790
+1,505
+117% +$63.4K 0.02% 395
2020
Q3 		$48K Sell
1,285
-195
-13% -$7.29K 0.01% 464
2020
Q2 		$52K Buy
1,480
+590
+66% +$19.6K 0.01% 458
2020
Q1 		$26K Sell
890
-380
-30% -$14.1K 0.01% 536
2019
Q4 		$54K Sell
1,270
-800
-39% -$31.7K 0.01% 491
2019
Q3 		$80K Hold
2,070
– – 0.02% 436
2019
Q2 		$82K Buy
2,070
+800
+63% +$30.7K 0.02% 434
2019
Q1 		$48K Hold
1,270
– – 0.01% 496
2018
Q4 		$44K Hold
1,270
– – 0.01% 475
2018
Q3 		$52K Hold
1,270
– – 0.02% 479
2018
Q2 		$50K Hold
1,270
– – 0.02% 496
2018
Q1 		$47.5K Hold
1,270
– – 0.02% 489
2017
Q4 		$48K Buy
1,270
+380
+43% +$14.1K 0.02% 502
2017
Q3 		$31.7K Sell
890
-2,540
-74% -$88.5K 0.01% 563
2017
Q2 		$119K Buy
3,430
+1,470
+75% +$50.7K 0.03% 401
2017
Q1 		$67.1K Sell
1,960
-230
-11% -$7.83K 0.02% 485
2016
Q4 		$72.3K Sell
2,190
-360
-14% -$11.4K 0.02% 455
2016
Q3 		$78.7K Buy
2,550
+500
+24% +$15.5K 0.02% 447
2016
Q2 		$61.1K Buy
2,050
+5
+0.2% +$147 0.02% 470
2016
Q1 		$59K Sell
2,045
-365
-15% -$9.75K 0.02% 466
2015
Q4 		$67K Buy
2,410
+1,010
+72% +$28.9K 0.02% 477
2015
Q3 		$38.1K Buy
1,400
+250
+22% +$7.27K 0.01% 562
2015
Q2 		$34.3K Hold
1,150
– – 0.01% 632
2015
Q1 		$34.8K Hold
1,150
– – 0.01% 614
2014
Q4 		$33.2K Hold
1,150
– – 0.01% 623
2014
Q3 		$31.3K Buy
1,150
+5
+0.4% +$141 0.01% 655
2014
Q2 		$32.8K Hold
1,145
– – 0.01% 574
2014
Q1 		$31.5K Hold
1,145
– – 0.01% 578
2013
Q4 		$31K Buy
+1,145
New +$29.6K 0.01% 596

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winslow Evans & Crocker's IJH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 117% in Q4 2020, buying an estimated $63.4K and bringing the position to 2,790 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #395.

Winslow Evans & Crocker first reported a position in IJH in Q4 2013 and has held it in 29 quarters since. 1,583 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

  • Winslow Evans & Crocker held 2,790 shares of iShares Core S&P Mid-Cap ETF worth $128K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,505 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $63.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #395 holding.
  • Winslow Evans & Crocker first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,583 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.