AFWA
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Ancora Family Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ancora Family Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$1.02M Buy
33,085
+3,280
+11% +$102K 0.35% 81
2016
Q2 		$891K Hold
29,805
– – 0.34% 80
2016
Q1 		$860K Hold
29,805
– – 0.35% 87
2015
Q4 		$830K Hold
29,805
– – 0.36% 87
2015
Q3 		$814K Buy
+29,805
New +$814K 0.34% 89