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

Jacobus 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
2017 Q3	$218K	Buy	6,090 +1,615	+36%	+$56.3K	0.06%	160
2017 Q2	$156K	Buy	4,475 +605	+16%	+$20.9K	0.04%	183
2017 Q1	$133K	Buy	3,870 +150	+4%	+$5.11K	0.04%	181
2016 Q4	$123K	Buy	+3,720	New	+$118K	0.04%	184
2016 Q2	–	Sell	-12,595	Closed	-$363K	–	237
2016 Q1	$363K	Sell	12,595 -15,000	-54%	-$401K	0.11%	151
2015 Q4	$769K	Buy	27,595 +15,000	+119%	+$429K	0.22%	89
2015 Q3	$344K	Hold	12,595	–	–	0.1%	154
2015 Q2	$378K	Hold	12,595	–	–	0.09%	155
2015 Q1	$383K	Hold	12,595	–	–	0.1%	147
2014 Q4	$365K	Hold	12,595	–	–	0.09%	149
2014 Q3	$344K	Hold	12,595	–	–	0.09%	161
2014 Q2	$360K	Hold	12,595	–	–	0.09%	170
2014 Q1	$346K	Buy	12,595 +105	+0.8%	+$2.83K	0.08%	176
2013 Q4	$334K	Buy	+12,490	New	+$322K	0.1%	162

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jacobus Wealth Management's IJH Position: Q3 2017 in Review

Jacobus Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q3 2017, buying an estimated $56.3K and bringing the position to 6,090 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #160.

Jacobus Wealth Management first reported a position in IJH in Q4 2013 and has held it in 14 quarters since. The position peaked at $769K in Q4 2015. 944 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

Jacobus Wealth Management held 6,090 shares of iShares Core S&P Mid-Cap ETF worth $218K as of Q3 2017.
Jacobus Wealth Management bought 1,615 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $56.3K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Jacobus Wealth Management's portfolio in Q3 2017, its #160 holding.
Jacobus Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 14 quarters since.
Jacobus Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $769K in Q4 2015.
944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.