Kissinger Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kissinger Financial Services’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 Q2	$2.76M	Sell	79,285 -2,065	-3%	-$71.3K	2.74%	11
2017 Q1	$2.79M	Sell	81,350 -315	-0.4%	-$10.7K	2.87%	10
2016 Q4	$2.7M	Sell	81,665 -340	-0.4%	-$10.8K	2.83%	10
2016 Q3	$2.54M	Buy	+82,005	New	+$2.53M	2.77%	12

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Kissinger Financial Services's IJH Position: Q2 2017 in Review

Kissinger Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2017, selling an estimated $71.3K and leaving 79,285 shares worth $2.76M. The position accounts for 2.74% of the portfolio, ranked #11.

Kissinger Financial Services first reported a position in IJH in Q3 2016 and has held it in 4 quarters since. The position peaked at $2.79M in Q1 2017. 934 funds tracked by Wall St. Rank hold IJH as of Q2 2017.

Kissinger Financial Services held 79,285 shares of iShares Core S&P Mid-Cap ETF worth $2.76M as of Q2 2017.
Kissinger Financial Services sold 2,065 iShares Core S&P Mid-Cap ETF shares in Q2 2017, an estimated $71.3K.
iShares Core S&P Mid-Cap ETF made up 2.74% of Kissinger Financial Services's portfolio in Q2 2017, its #11 holding.
Kissinger Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 4 quarters since.
Kissinger Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $2.79M in Q1 2017.
934 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.