Miles Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Miles Capital’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
2016 Q4	–	Sell	-9,695	Closed	-$300K	–	194
2016 Q3	$300K	Hold	9,695	–	–	0.2%	75
2016 Q2	$290K	Hold	9,695	–	–	0.2%	120
2016 Q1	$280K	Hold	9,695	–	–	0.19%	124
2015 Q4	$270K	Sell	9,695 -50	-0.5%	-$1.43K	0.18%	140
2015 Q3	$266K	Sell	9,745 -35	-0.4%	-$1.02K	0.19%	135
2015 Q2	$293K	Sell	9,780 -40	-0.4%	-$1.22K	0.19%	131
2015 Q1	$298K	Hold	9,820	–	–	0.18%	130
2014 Q4	$284K	Sell	9,820 -8,880	-47%	-$250K	0.15%	119
2014 Q3	$511K	Buy	18,700 +140	+0.8%	+$3.94K	0.27%	76
2014 Q2	$531K	Sell	18,560 -70	-0.4%	-$1.92K	0.27%	75
2014 Q1	$512K	Buy	+18,630	New	+$501K	0.27%	82
2013 Q4	–	Sell	-34,950	Closed	-$868K	–	111
2013 Q3	$868K	Sell	34,950 -10,400	-23%	-$254K	0.5%	52
2013 Q2	$1.05M	Buy	+45,350	New	+$1.05M	0.48%	50

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Miles Capital's IJH Position: Q4 2016 in Review

Miles Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2016, closing a stake of 9,695 shares — an estimated $300K sold.

Miles Capital first reported a position in IJH in Q2 2013 and held it in 13 quarters. The position peaked at $1.05M in Q2 2013. 872 funds tracked by Wall St. Rank hold IJH as of Q4 2016.

Miles Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
Miles Capital sold 9,695 iShares Core S&P Mid-Cap ETF shares in Q4 2016, an estimated $300K.
Miles Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 13 quarters.
Miles Capital's iShares Core S&P Mid-Cap ETF position peaked at $1.05M in Q2 2013.
872 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2016.

Based on Miles Capital's 13F filing for Q4 2016, filed 14 Feb 2017.