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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Northwestern Mutual Wealth Management

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