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

Forward 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	-1,850	Closed	-$70K	–	208
2017 Q4	$70K	Buy	1,850 +115	+7%	+$4.25K	0.01%	191
2017 Q3	$62K	Sell	1,735 -85	-5%	-$2.96K	0.01%	187
2017 Q2	$63K	Buy	+1,820	New	+$62.8K	0.01%	193

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

Forward Management's IJH Position: Q1 2018 in Review

Forward Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 1,850 shares — an estimated $70K sold.

Forward Management first reported a position in IJH in Q2 2017 and held it in 3 quarters. The position peaked at $70K in Q4 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

Forward Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Forward Management sold 1,850 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $70K.
Forward Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
Forward Management's iShares Core S&P Mid-Cap ETF position peaked at $70K in Q4 2017.
1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Forward Management's 13F filing for Q1 2018, filed 30 Apr 2018.