Bridges Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bridges Investment Counsel’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
2017 Q4	$2.59M	Sell	68,150 -1,225	-2%	-$45.3K	1.43%	19
2017 Q3	$2.48M	Sell	69,375 -211,490	-75%	-$7.37M	1.38%	19
2017 Q2	$9.77M	Buy	280,865 +53,605	+24%	+$1.85M	2.22%	8
2017 Q1	$7.78M	Sell	227,260 -27,780	-11%	-$945K	2.27%	5
2016 Q4	$8.43M	Sell	255,040 -37,475	-13%	-$1.19M	2.05%	9
2016 Q3	$9.05M	Buy	292,515 +45,200	+18%	+$1.4M	1.91%	10
2016 Q2	$7.39M	Buy	247,315 +21,475	+10%	+$630K	1.62%	14
2016 Q1	$6.51M	Sell	225,840 -555,875	-71%	-$14.8M	1.4%	19
2015 Q4	$23.4M	Hold	781,715	–	–	4.07%	5
2015 Q3	$23.4M	Buy	781,715 +549,400	+236%	+$16M	4.07%	5
2015 Q2	$6.97M	Sell	232,315 -125	-0.1%	-$3.81K	1.64%	16
2015 Q1	$7.07M	Sell	232,440 -500	-0.2%	-$14.8K	1.61%	17
2014 Q4	$6.75M	Buy	232,940 +625	+0.3%	+$17.6K	1.54%	17
2014 Q3	$6.35M	Sell	232,315 -500	-0.2%	-$14.1K	1.46%	19
2014 Q2	$6.66M	Sell	232,815 -10,250	-4%	-$282K	1.53%	16
2014 Q1	$6.68M	Sell	243,065 -7,880	-3%	-$212K	1.56%	16
2013 Q4	$6.72M	Buy	250,945 +3,975	+2%	+$103K	1.54%	20
2013 Q3	$6.13M	Sell	246,970 -2,755	-1%	-$67.2K	1.53%	18
2013 Q2	$5.77M	Buy	+249,725	New	+$5.8M	1.48%	19

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bridges Investment Counsel's IJH Position: Q4 2017 in Review

Bridges Investment Counsel reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q4 2017, selling an estimated $45.3K and leaving 68,150 shares worth $2.59M. The position accounts for 1.43% of the portfolio, ranked #19.

Bridges Investment Counsel first reported a position in IJH in Q2 2013 and has held it in 19 quarters since. The position peaked at $23.4M in Q4 2015. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

Bridges Investment Counsel held 68,150 shares of iShares Core S&P Mid-Cap ETF worth $2.59M as of Q4 2017.
Bridges Investment Counsel sold 1,225 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $45.3K.
iShares Core S&P Mid-Cap ETF made up 1.43% of Bridges Investment Counsel's portfolio in Q4 2017, its #19 holding.
Bridges Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 19 quarters since.
Bridges Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $23.4M in Q4 2015.
1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.