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

CT Financial Advisors’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 Q1	$71.1K	Buy	2,075 +5	+0.2%	+$170	0.04%	237
2016 Q4	$68.5K	Buy	2,070 +10	+0.5%	+$317	0.04%	236
2016 Q3	$63.8K	Buy	2,060 +380	+23%	+$11.7K	0.04%	243
2016 Q2	$50.2K	Sell	1,680 -1,905	-53%	-$55.9K	0.03%	263
2016 Q1	$103K	Buy	3,585 +15	+0.4%	+$401	0.06%	207
2015 Q4	$99.5K	Buy	3,570 +30	+0.8%	+$857	0.06%	208
2015 Q3	$96.7K	Hold	3,540	–	–	0.06%	214
2015 Q2	$106K	Buy	3,540 +10	+0.3%	+$305	0.06%	213
2015 Q1	$107K	Sell	3,530 -590	-14%	-$17.5K	0.06%	220
2014 Q4	$119K	Buy	+4,120	New	+$116K	0.09%	159
2014 Q1	$107K	Buy	+3,530	New	+$95K	0.06%	220

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

CT Financial Advisors's IJH Position: Q1 2017 in Review

CT Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q1 2017, buying an estimated $170 and bringing the position to 2,075 shares worth $71.1K. The position accounts for 0.04% of the portfolio, ranked #237.

CT Financial Advisors first reported a position in IJH in Q1 2014 and has held it in 11 quarters since. The position peaked at $119K in Q4 2014. 918 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

CT Financial Advisors held 2,075 shares of iShares Core S&P Mid-Cap ETF worth $71.1K as of Q1 2017.
CT Financial Advisors bought 5 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $170.
iShares Core S&P Mid-Cap ETF made up 0.04% of CT Financial Advisors's portfolio in Q1 2017, its #237 holding.
CT Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $119K in Q4 2014.
918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.