Founders Bank & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Founders Bank & Trust’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	$22K	Hold	750	–	–	0.01%	236
2014 Q3	$21K	Hold	750	–	–	0.01%	232
2014 Q2	$21K	Hold	750	–	–	0.01%	233
2014 Q1	$21K	Hold	750	–	–	0.01%	227
2013 Q4	$19K	Buy	750 +70	+10%	+$1.81K	0.01%	251
2013 Q3	$17K	Hold	680	–	–	0.01%	224
2013 Q2	$16K	Buy	+680	New	+$15.8K	0.01%	220

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Bank & Trust's IJH Position: Q4 2014 in Review

Founders Bank & Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2014 at 750 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #236.

Founders Bank & Trust first reported a position in IJH in Q2 2013 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

Founders Bank & Trust held 750 shares of iShares Core S&P Mid-Cap ETF worth $22K as of Q4 2014.
Founders Bank & Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2014.
iShares Core S&P Mid-Cap ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #236 holding.
Founders Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.