First Western Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Western Capital Management’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	-137,995	Closed	-$3.85M	–	98
2015 Q4	$3.85M	Sell	137,995 -7,090	-5%	-$203K	1.2%	33
2015 Q3	$3.96M	Sell	145,085 -73,550	-34%	-$2.14M	1.32%	23
2015 Q2	$6.56M	Sell	218,635 -71,000	-25%	-$2.17M	2.1%	7
2015 Q1	$8.8M	Buy	289,635 +25,115	+9%	+$743K	2.64%	2
2014 Q4	$7.66M	Buy	264,520 +6,770	+3%	+$190K	2.26%	6
2014 Q3	$7.05M	Buy	+257,750	New	+$7.26M	2.08%	6

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

First Western Capital Management's IJH Position: Q1 2016 in Review

First Western Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2016, closing a stake of 137,995 shares — an estimated $3.85M sold.

First Western Capital Management first reported a position in IJH in Q3 2014 and held it in 6 quarters. The position peaked at $8.8M in Q1 2015. 709 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

First Western Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 137,995 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $3.85M.
First Western Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 6 quarters.
First Western Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $8.8M in Q1 2015.
709 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.