Fiduciary Services Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$271K	Sell	8,900 -675	-7%	-$20K	0.09%	166
2014 Q4	$277K	Hold	9,575	–	–	0.1%	156
2014 Q3	$262K	Hold	9,575	–	–	0.1%	150
2014 Q2	$274K	Hold	9,575	–	–	0.1%	142
2014 Q1	$263K	Hold	9,575	–	–	0.1%	140
2013 Q4	$256K	Buy	9,575 +125	+1%	+$3.23K	0.1%	141
2013 Q3	$235K	Sell	9,450 -425	-4%	-$10.4K	0.1%	132
2013 Q2	$228K	Buy	+9,875	New	+$229K	0.1%	134

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

GHF

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

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

Fiduciary Services Corp's IJH Position: Q1 2015 in Review

Fiduciary Services Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q1 2015, selling an estimated $20K and leaving 8,900 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #166.

Fiduciary Services Corp first reported a position in IJH in Q2 2013 and has held it in 8 quarters since. The position peaked at $277K in Q4 2014. 624 funds tracked by Wall St. Rank hold IJH as of Q1 2015.

Fiduciary Services Corp held 8,900 shares of iShares Core S&P Mid-Cap ETF worth $271K as of Q1 2015.
Fiduciary Services Corp sold 675 iShares Core S&P Mid-Cap ETF shares in Q1 2015, an estimated $20K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Fiduciary Services Corp's portfolio in Q1 2015, its #166 holding.
Fiduciary Services Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's iShares Core S&P Mid-Cap ETF position peaked at $277K in Q4 2014.
624 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.