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

Investment Counsel’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	-7,700	Closed	-$276K	–	58
2017 Q3	$276K	Hold	7,700	–	–	0.23%	55
2017 Q2	$268K	Hold	7,700	–	–	0.22%	56
2017 Q1	$264K	Hold	7,700	–	–	0.22%	57
2016 Q4	$255K	Hold	7,700	–	–	0.22%	57
2016 Q3	$238K	Hold	7,700	–	–	0.21%	58
2016 Q2	$230K	Sell	7,700 -1,500	-16%	-$44K	0.19%	64
2016 Q1	$265K	Buy	+9,200	New	+$246K	0.25%	60

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

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

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

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

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

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

EFS

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

Investment Counsel's IJH Position: Q4 2017 in Review

Investment Counsel sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 7,700 shares — an estimated $276K sold.

Investment Counsel first reported a position in IJH in Q1 2016 and held it in 7 quarters. The position peaked at $276K in Q3 2017. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

Investment Counsel reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
Investment Counsel sold 7,700 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $276K.
Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and held it in 7 quarters.
Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $276K in Q3 2017.
1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Investment Counsel's 13F filing for Q4 2017, filed 16 Jan 2018.