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

Lyons 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	–	Sell	-12,035	Closed	-$397K	–	55
2016 Q4	$397K	Buy	12,035 +4,750	+65%	+$151K	0.54%	34
2016 Q3	$224K	Sell	7,285 -9,175	-56%	-$284K	0.31%	42
2016 Q2	$491K	Sell	16,460 -1,420	-8%	-$41.6K	0.74%	31
2016 Q1	$517K	Buy	+17,880	New	+$478K	0.74%	30
2015 Q3	–	Sell	-27,075	Closed	-$812K	–	72
2015 Q2	$812K	Buy	27,075 +5,650	+26%	+$172K	0.92%	33
2015 Q1	$652K	Sell	21,425 -6,240	-23%	-$185K	0.71%	32
2014 Q4	$800K	Sell	27,665 -54,180	-66%	-$1.52M	0.84%	31
2014 Q3	$2.24M	Buy	81,845 +205	+0.3%	+$5.78K	2.38%	6
2014 Q2	$2.33M	Buy	+81,640	New	+$2.24M	2.08%	9
2014 Q1	–	Sell	-404,605	Closed	-$10.8M	–	74
2013 Q4	$10.8M	Buy	404,605 +392,350	+3,202%	+$10.1M	10.17%	3
2013 Q3	$305K	Buy	+12,255	New	+$299K	0.27%	47

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

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

Lyons Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2017, closing a stake of 12,035 shares — an estimated $397K sold.

Lyons Wealth Management first reported a position in IJH in Q3 2013 and held it in 11 quarters. The position peaked at $10.8M in Q4 2013. 919 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

Lyons Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
Lyons Wealth Management sold 12,035 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $397K.
Lyons Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 11 quarters.
Lyons Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q4 2013.
919 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.