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

LBA 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 Q1	$13.5M	Buy	394,025 +2,650	+0.7%	+$90.2K	7.1%	4
2016 Q4	$12.9M	Buy	391,375 +9,720	+3%	+$308K	7.09%	4
2016 Q3	$11.8M	Buy	381,655 +11,615	+3%	+$359K	6.66%	4
2016 Q2	$11.1M	Buy	370,040 +22,035	+6%	+$646K	6.21%	4
2016 Q1	$10M	Buy	348,005 +11,400	+3%	+$305K	5.8%	4
2015 Q4	$9.38M	Buy	336,605 +55,260	+20%	+$1.58M	5.4%	4
2015 Q3	$7.69M	Buy	281,345 +29,110	+12%	+$846K	4.85%	5
2015 Q2	$7.57M	Buy	252,235 +36,870	+17%	+$1.12M	4.75%	5
2015 Q1	$6.55M	Buy	215,365 +63,115	+41%	+$1.87M	4.13%	5
2014 Q4	$4.41M	Buy	152,250 +57,550	+61%	+$1.62M	2.92%	7
2014 Q3	$2.59M	Buy	94,700 +8,650	+10%	+$244K	1.8%	9
2014 Q2	$2.46M	Buy	86,050 +7,700	+10%	+$212K	2.01%	7
2014 Q1	$2.15M	Buy	78,350 +900	+1%	+$24.2K	1.76%	8
2013 Q4	$2.07M	Buy	+77,450	New	+$2M	1.71%	10

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBA Wealth Management's IJH Position: Q1 2017 in Review

LBA Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.68% in Q1 2017, buying an estimated $90.2K and bringing the position to 394,025 shares worth $13.5M. The position accounts for 7.1% of the portfolio, ranked #4.

LBA Wealth Management first reported a position in IJH in Q4 2013 and has held it in 14 quarters since. 918 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

LBA Wealth Management held 394,025 shares of iShares Core S&P Mid-Cap ETF worth $13.5M as of Q1 2017.
LBA Wealth Management bought 2,650 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $90.2K.
iShares Core S&P Mid-Cap ETF made up 7.1% of LBA Wealth Management's portfolio in Q1 2017, its #4 holding.
LBA 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.
918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.