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

Fusion Investment Group’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
2015 Q4	$890K	Buy	31,940 +55	+0.2%	+$1.57K	2.38%	11
2015 Q3	$871K	Buy	31,885 +5,725	+22%	+$166K	2.06%	10
2015 Q2	$785K	Sell	26,160 -70	-0.3%	-$2.13K	0.61%	36
2015 Q1	$797K	Sell	26,230 -6,680	-20%	-$198K	0.64%	36
2014 Q4	$952K	Buy	32,910 +5,700	+21%	+$160K	0.8%	21
2014 Q3	$744K	Sell	27,210 -1,950	-7%	-$54.9K	0.64%	27
2014 Q2	$834K	Sell	29,160 -1,790	-6%	-$49.2K	0.72%	21
2014 Q1	$851K	Sell	30,950 -20,860	-40%	-$561K	0.86%	17
2013 Q4	$1.39M	Buy	+51,810	New	+$1.34M	1.03%	25

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

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

EFS

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Investment Group's IJH Position: Q4 2015 in Review

Fusion Investment Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q4 2015, buying an estimated $1.57K and bringing the position to 31,940 shares worth $890K. The position accounts for 2.38% of the portfolio, ranked #11.

Fusion Investment Group first reported a position in IJH in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.39M in Q4 2013. 708 funds tracked by Wall St. Rank hold IJH as of Q4 2015.

Fusion Investment Group held 31,940 shares of iShares Core S&P Mid-Cap ETF worth $890K as of Q4 2015.
Fusion Investment Group bought 55 iShares Core S&P Mid-Cap ETF shares in Q4 2015, an estimated $1.57K.
iShares Core S&P Mid-Cap ETF made up 2.38% of Fusion Investment Group's portfolio in Q4 2015, its #11 holding.
Fusion Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q4 2013.
708 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.