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 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

Carl Domino's IJH Position: Q3 2016 in Review

Carl Domino sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2016, closing a stake of 7,000 shares — an estimated $209K sold.

Carl Domino first reported a position in IJH in Q2 2014 and held it in 9 quarters. The position peaked at $247K in Q1 2015. 755 funds tracked by Wall St. Rank hold IJH as of Q3 2016.

Carl Domino reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
Carl Domino sold 7,000 iShares Core S&P Mid-Cap ETF shares in Q3 2016, an estimated $209K.
Carl Domino first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and held it in 9 quarters.
Carl Domino's iShares Core S&P Mid-Cap ETF position peaked at $247K in Q1 2015.
755 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2016.

Based on Carl Domino's 13F filing for Q3 2016, filed 12 Oct 2016.