CD
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Carl Domino’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carl Domino’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 		– Sell
-7,000
Closed -$209K – 134
2016
Q2 		$209K Sell
7,000
-80
-1% -$2.35K 0.2% 111
2016
Q1 		$204K Sell
7,080
-100
-1% -$2.67K 0.19% 115
2015
Q4 		$200K Sell
7,180
-700
-9% -$20K 0.16% 125
2015
Q3 		$215K Sell
7,880
-175
-2% -$5.09K 0.17% 115
2015
Q2 		$242K Sell
8,055
-80
-1% -$2.44K 0.17% 120
2015
Q1 		$247K Buy
8,135
+225
+3% +$6.66K 0.18% 124
2014
Q4 		$229K Sell
7,910
-125
-2% -$3.51K 0.12% 143
2014
Q3 		$220K Buy
8,035
+290
+4% +$8.17K 0.12% 144
2014
Q2 		$222K Buy
+7,745
New +$213K 0.11% 154

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return