Foresters Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Foresters Investment 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
2018 Q1	–	Sell	-306,250	Closed	-$11.6M	–	474
2017 Q4	$11.6M	Sell	306,250 -90,750	-23%	-$3.36M	0.18%	171
2017 Q3	$14.2M	Sell	397,000 -79,000	-17%	-$2.75M	0.23%	152
2017 Q2	$16.6M	Sell	476,000 -104,500	-18%	-$3.61M	0.28%	131
2017 Q1	$19.9M	Sell	580,500 -198,500	-25%	-$6.76M	0.35%	109
2016 Q4	$25.9M	Sell	779,000 -88,000	-10%	-$2.79M	0.46%	77
2016 Q3	$26.8M	Buy	867,000 +78,750	+10%	+$2.43M	0.5%	75
2016 Q2	$23.6M	Sell	788,250 -98,250	-11%	-$2.88M	0.45%	78
2016 Q1	$25.6M	Hold	886,500	–	–	0.52%	72
2015 Q4	$24.7M	Buy	886,500 +10,500	+1%	+$300K	0.5%	76
2015 Q3	$23.9M	Sell	876,000 -82,000	-9%	-$2.38M	0.51%	76
2015 Q2	$28.7M	Hold	958,000	–	–	0.54%	76
2015 Q1	$29.1M	Buy	958,000 +175,000	+22%	+$5.18M	0.56%	72
2014 Q4	$22.7M	Buy	+783,000	New	+$22M	0.45%	97

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 $544B AUM 28.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

EFS

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

Foresters Investment Management's IJH Position: Q1 2018 in Review

Foresters Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 306,250 shares — an estimated $11.6M sold.

Foresters Investment Management first reported a position in IJH in Q4 2014 and held it in 13 quarters. The position peaked at $29.1M in Q1 2015. 1,123 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

Foresters Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Foresters Investment Management sold 306,250 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $11.6M.
Foresters Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 13 quarters.
Foresters Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $29.1M in Q1 2015.
1,123 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.