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

YorkBridge Wealth 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
2019 Q3	–	Sell	-905	Closed	-$35K	–	397
2019 Q2	$35K	Hold	905	–	–	0.02%	408
2019 Q1	$34K	Sell	905 -485	-35%	-$17.9K	0.02%	399
2018 Q4	$46K	Buy	1,390 +30	+2%	+$1.09K	0.02%	339
2018 Q3	$54K	Hold	1,360	–	–	0.02%	347
2018 Q2	$53K	Hold	1,360	–	–	0.02%	360
2018 Q1	$51K	Sell	1,360 -850	-38%	-$32.5K	0.02%	366
2017 Q4	$82K	Buy	2,210 +50	+2%	+$1.85K	0.04%	316
2017 Q3	$77K	Sell	2,160 -205	-9%	-$7.14K	0.04%	325
2017 Q2	$83K	Buy	2,365 +25	+1%	+$863	0.04%	306
2017 Q1	$81K	Buy	2,340 +380	+19%	+$12.9K	0.04%	311
2016 Q4	$64K	Buy	+1,960	New	+$62.2K	0.04%	325

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's IJH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 905 shares — an estimated $35K sold.

YorkBridge Wealth Partners first reported a position in IJH in Q4 2016 and held it in 11 quarters. The position peaked at $83K in Q2 2017. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 905 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $35K.
YorkBridge Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $83K in Q2 2017.
1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.