Girard Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-123,070	Closed	-$4.4M	–	57
2017 Q3	$4.4M	Buy	123,070 +1,920	+2%	+$66.9K	3.89%	4
2017 Q2	$4.22M	Buy	121,150 +11,410	+10%	+$394K	3.16%	4
2017 Q1	$3.76M	Sell	109,740 -1,505	-1%	-$51.2K	3.21%	3
2016 Q4	$3.68M	Buy	111,245 +10,865	+11%	+$345K	3.2%	3
2016 Q3	$3.11M	Sell	100,380 -2,285	-2%	-$70.6K	3.18%	3
2016 Q2	$3.07M	Sell	102,665 -2,275	-2%	-$66.7K	2.81%	3
2016 Q1	$3.02M	Sell	104,940 -8,365	-7%	-$223K	2.97%	3
2015 Q4	$3.15M	Buy	+113,305	New	+$3.24M	3.15%	3

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

EFS

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

Girard Securities's IJH Position: Q4 2017 in Review

Girard Securities sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 123,070 shares — an estimated $4.4M sold.

Girard Securities first reported a position in IJH in Q4 2015 and held it in 8 quarters. The position peaked at $4.4M in Q3 2017. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

Girard Securities reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 123,070 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $4.4M.
Girard Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 8 quarters.
Girard Securities's iShares Core S&P Mid-Cap ETF position peaked at $4.4M in Q3 2017.
1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.