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

Braver Wealth Management’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 Q4	$28.5M	Buy	862,895 +132,170	+18%	+$4.19M	4.63%	2
2016 Q3	$22.6M	Sell	730,725 -10,430	-1%	-$322K	3.79%	4
2016 Q2	$22.1M	Sell	741,155 -16,980	-2%	-$498K	3.78%	4
2016 Q1	$21.9M	Sell	758,135 -26,795	-3%	-$716K	3.6%	5
2015 Q4	$21.9M	Sell	784,930 -38,265	-5%	-$1.09M	4.5%	5
2015 Q3	$22.5M	Buy	823,195 +110,730	+16%	+$3.22M	5.58%	3
2015 Q2	$21.4M	Sell	712,465 -348,820	-33%	-$10.6M	5.2%	3
2015 Q1	$32.3M	Buy	1,061,285 +319,230	+43%	+$9.44M	6.62%	2
2014 Q4	$21.5M	Buy	742,055 +265,610	+56%	+$7.46M	4.4%	4
2014 Q3	$13M	Sell	476,445 -205,465	-30%	-$5.79M	3.92%	7
2014 Q2	$19.5M	Buy	681,910 +237,480	+53%	+$6.52M	5.04%	4
2014 Q1	$12.2M	Sell	444,430 -69,850	-14%	-$1.88M	3.5%	7
2013 Q4	$13.8M	Sell	514,280 -3,180	-0.6%	-$82.1K	4.76%	5
2013 Q3	$12.8M	Sell	517,460 -1,095	-0.2%	-$26.7K	4.43%	4
2013 Q2	$12M	Buy	+518,555	New	+$12M	5.51%	4

Other funds holding IJH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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 $43.7B AUM 27.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Braver Wealth Management's IJH Position: Q4 2016 in Review

Braver Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q4 2016, buying an estimated $4.19M and bringing the position to 862,895 shares worth $28.5M. The position accounts for 4.63% of the portfolio, ranked #2.

Braver Wealth Management first reported a position in IJH in Q2 2013 and has held it in 15 quarters since. The position peaked at $32.3M in Q1 2015. 869 funds tracked by Wall St. Rank hold IJH as of Q4 2016.

Braver Wealth Management held 862,895 shares of iShares Core S&P Mid-Cap ETF worth $28.5M as of Q4 2016.
Braver Wealth Management bought 132,170 iShares Core S&P Mid-Cap ETF shares in Q4 2016, an estimated $4.19M.
iShares Core S&P Mid-Cap ETF made up 4.63% of Braver Wealth Management's portfolio in Q4 2016, its #2 holding.
Braver Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $32.3M in Q1 2015.
869 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.