Jackson Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jackson Wealth Management’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	–	Sell	-23,615	Closed	-$645K	–	91
2015 Q3	$645K	Buy	23,615 +3,290	+16%	+$95.7K	0.23%	82
2015 Q2	$608K	Buy	20,325 +175	+0.9%	+$5.34K	0.21%	87
2015 Q1	$612K	Buy	+20,150	New	+$596K	0.2%	85

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

Jackson Wealth Management's IJH Position: Q4 2015 in Review

Jackson Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2015, closing a stake of 23,615 shares — an estimated $645K sold.

Jackson Wealth Management first reported a position in IJH in Q1 2015 and held it in 3 quarters. The position peaked at $645K in Q3 2015. 708 funds tracked by Wall St. Rank hold IJH as of Q4 2015.

Jackson Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
Jackson Wealth Management sold 23,615 iShares Core S&P Mid-Cap ETF shares in Q4 2015, an estimated $645K.
Jackson Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and held it in 3 quarters.
Jackson Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $645K in Q3 2015.
708 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.