FBT
IJH icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return