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CFO4Life’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CFO4Life’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
Q1 		– Sell
-29,775
Closed -$830K – 94
2015
Q4 		$830K Buy
29,775
+7,560
+34% +$216K 0.79% 28
2015
Q3 		$607K Buy
+22,215
New +$646K 0.65% 29

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFO4Life's IJH Position: Q1 2016 in Review

CFO4Life sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2016, closing a stake of 29,775 shares — an estimated $830K sold.

CFO4Life first reported a position in IJH in Q3 2015 and held it in 2 quarters. The position peaked at $830K in Q4 2015. 709 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

  • CFO4Life reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • CFO4Life sold 29,775 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $830K.
  • CFO4Life first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and held it in 2 quarters.
  • CFO4Life's iShares Core S&P Mid-Cap ETF position peaked at $830K in Q4 2015.
  • 709 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on CFO4Life's 13F filing for Q1 2016, filed 13 May 2016.