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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.02M	Buy	33,085 +3,280	+11%	+$101K	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	+$867K	0.34%	89

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ancora Family Wealth Advisors's IJH Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q3 2016, buying an estimated $101K and bringing the position to 33,085 shares worth $1.02M. The position accounts for 0.35% of the portfolio, ranked #81.

Ancora Family Wealth Advisors first reported a position in IJH in Q3 2015 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold IJH as of Q3 2016.

Ancora Family Wealth Advisors held 33,085 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q3 2016.
Ancora Family Wealth Advisors bought 3,280 iShares Core S&P Mid-Cap ETF shares in Q3 2016, an estimated $101K.
iShares Core S&P Mid-Cap ETF made up 0.35% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #81 holding.
Ancora Family Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 5 quarters since.
755 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.