IFC Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

IFC Holdings’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	-723,775	Closed	-$27.5M	–	190
2017 Q4	$27.5M	Sell	723,775 -193,495	-21%	-$7.16M	1.89%	11
2017 Q3	$32.9M	Buy	917,270 +109,505	+14%	+$3.81M	2.29%	10
2017 Q2	$28.1M	Buy	807,765 +189,350	+31%	+$6.54M	2.15%	10
2017 Q1	$21.2M	Buy	618,415 +130,995	+27%	+$4.46M	1.86%	12
2016 Q4	$16.1M	Buy	487,420 +153,595	+46%	+$4.87M	1.6%	14
2016 Q3	$10.3M	Sell	333,825 -40,085	-11%	-$1.24M	1.09%	16
2016 Q2	$11.2M	Buy	373,910 +25,120	+7%	+$737K	1.26%	16
2016 Q1	$10.1M	Buy	348,790 +24,945	+8%	+$666K	1.27%	19
2015 Q4	$9.04M	Buy	323,845 +48,010	+17%	+$1.37M	1.2%	18
2015 Q3	$7.64M	Buy	275,835 +92,440	+50%	+$2.69M	1.17%	18
2015 Q2	$5.6M	Buy	183,395 +30,060	+20%	+$917K	0.81%	25
2015 Q1	$4.62M	Buy	153,335 +22,580	+17%	+$668K	0.7%	27
2014 Q4	$3.84M	Sell	130,755 -30,085	-19%	-$845K	0.63%	30
2014 Q3	$4.41M	Buy	160,840 +1,010	+0.6%	+$28.5K	0.8%	22
2014 Q2	$4.54M	Buy	159,830 +11,525	+8%	+$317K	0.83%	23
2014 Q1	$4.02M	Buy	148,305 +18,725	+14%	+$504K	0.83%	24
2013 Q4	$3.46M	Buy	129,580 +14,380	+12%	+$371K	0.73%	30
2013 Q3	$2.86M	Buy	115,200 +18,660	+19%	+$455K	0.62%	34
2013 Q2	$2.23M	Buy	+96,540	New	+$2.24M	0.53%	49

Other funds holding IJH

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EFS

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

IFC Holdings's IJH Position: Q1 2018 in Review

IFC Holdings sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 723,775 shares — an estimated $27.5M sold.

IFC Holdings first reported a position in IJH in Q2 2013 and held it in 19 quarters. The position peaked at $32.9M in Q3 2017. 1,123 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

IFC Holdings reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 723,775 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $27.5M.
IFC Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 19 quarters.
IFC Holdings's iShares Core S&P Mid-Cap ETF position peaked at $32.9M in Q3 2017.
1,123 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.