Cornerstone Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cornerstone Financial Partners’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	$5.76M	Buy	151,755 +11,780	+8%	+$436K	1.88%	16
2017 Q3	$5M	Sell	139,975 -60,485	-30%	-$2.11M	1.9%	12
2017 Q2	$6.97M	Buy	200,460 +31,595	+19%	+$1.09M	2.75%	10
2017 Q1	$5.79M	Buy	168,865 +62,825	+59%	+$2.14M	1.94%	15
2016 Q4	$3.49M	Buy	106,040 +41,995	+66%	+$1.33M	1.12%	25
2016 Q3	$1.99M	Buy	64,045 +36,680	+134%	+$1.13M	0.7%	40
2016 Q2	$824K	Buy	+27,365	New	+$803K	0.29%	75

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 $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Cornerstone Financial Partners's IJH Position: Q4 2017 in Review

Cornerstone Financial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q4 2017, buying an estimated $436K and bringing the position to 151,755 shares worth $5.76M. The position accounts for 1.88% of the portfolio, ranked #16.

Cornerstone Financial Partners first reported a position in IJH in Q2 2016 and has held it in 7 quarters since. The position peaked at $6.97M in Q2 2017. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

Cornerstone Financial Partners held 151,755 shares of iShares Core S&P Mid-Cap ETF worth $5.76M as of Q4 2017.
Cornerstone Financial Partners bought 11,780 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $436K.
iShares Core S&P Mid-Cap ETF made up 1.88% of Cornerstone Financial Partners's portfolio in Q4 2017, its #16 holding.
Cornerstone Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 7 quarters since.
Cornerstone Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $6.97M in Q2 2017.
1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.