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Lilley & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lilley & Co’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
2014
Q2 		$5.42M Buy
189,225
+305
+0.2% +$8.38K 2.41% 8
2014
Q1 		$5.19M Buy
188,920
+11,150
+6% +$300K 2.38% 8
2013
Q4 		$4.76M Buy
177,770
+48,725
+38% +$1.26M 2.21% 11
2013
Q3 		$3.2M Buy
129,045
+3,745
+3% +$91.4K 1.68% 21
2013
Q2 		$2.9M Buy
+125,300
New +$2.91M 1.57% 25

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Lilley & Co's IJH Position: Q2 2014 in Review

Lilley & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q2 2014, buying an estimated $8.38K and bringing the position to 189,225 shares worth $5.42M. The position accounts for 2.41% of the portfolio, ranked #8.

Lilley & Co first reported a position in IJH in Q2 2013 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold IJH as of Q2 2014.

  • Lilley & Co held 189,225 shares of iShares Core S&P Mid-Cap ETF worth $5.42M as of Q2 2014.
  • Lilley & Co bought 305 iShares Core S&P Mid-Cap ETF shares in Q2 2014, an estimated $8.38K.
  • iShares Core S&P Mid-Cap ETF made up 2.41% of Lilley & Co's portfolio in Q2 2014, its #8 holding.
  • Lilley & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 5 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.