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

Dominick & Dominick’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
2014 Q4	$859K	Buy	29,675 +610	+2%	+$17.1K	0.44%	81
2014 Q3	$795K	Buy	29,065 +780	+3%	+$22K	0.38%	79
2014 Q2	$809K	Buy	28,285 +20	+0.1%	+$549	0.39%	77
2014 Q1	$777K	Buy	28,265 +9,780	+53%	+$263K	0.38%	86
2013 Q4	$495K	Sell	18,485 -250	-1%	-$6.45K	0.24%	115
2013 Q3	$465K	Buy	18,735 +840	+5%	+$20.5K	0.26%	106
2013 Q2	$413K	Buy	+17,895	New	+$415K	0.24%	111

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dominick & Dominick's IJH Position: Q4 2014 in Review

Dominick & Dominick increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q4 2014, buying an estimated $17.1K and bringing the position to 29,675 shares worth $859K. The position accounts for 0.44% of the portfolio, ranked #81.

Dominick & Dominick first reported a position in IJH in Q2 2013 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

Dominick & Dominick held 29,675 shares of iShares Core S&P Mid-Cap ETF worth $859K as of Q4 2014.
Dominick & Dominick bought 610 iShares Core S&P Mid-Cap ETF shares in Q4 2014, an estimated $17.1K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Dominick & Dominick's portfolio in Q4 2014, its #81 holding.
Dominick & Dominick first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.