National Planning Corporation’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

National Planning Corporation’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
2018 Q1	–	Sell	-255	Closed	-$9.69K	–	18
2017 Q4	$9.69K	Sell	255 -396,105	-100%	-$14.6M	1.33%	29
2017 Q3	$14.2M	Sell	396,360 -27,015	-6%	-$941K	1.18%	16
2017 Q2	$14.8M	Buy	423,375 +15,900	+4%	+$549K	1.13%	15
2017 Q1	$13.9M	Sell	407,475 -1,330	-0.3%	-$45.3K	1.05%	19
2016 Q4	$13.7M	Buy	408,805 +215,645	+112%	+$6.84M	1.07%	19
2016 Q3	$5.82M	Buy	193,160 +1,200	+0.6%	+$37.1K	0.46%	46
2016 Q2	$5.89M	Sell	191,960 -4,620	-2%	-$136K	0.46%	48
2016 Q1	$5.7M	Sell	196,580 -162,370	-45%	-$4.34M	0.5%	43
2015 Q4	$9.16M	Buy	358,950 +59,620	+20%	+$1.7M	0.75%	23
2015 Q3	$8.76M	Buy	299,330 +1,895	+0.6%	+$55.1K	0.8%	21
2015 Q2	$8.89M	Buy	297,435 +60,465	+26%	+$1.84M	0.8%	24
2015 Q1	$7.1M	Sell	236,970 -84,835	-26%	-$2.51M	0.63%	32
2014 Q4	$9.19M	Sell	321,805 -20,215	-6%	-$568K	0.65%	33
2014 Q3	$9.31M	Buy	342,020 +1,600	+0.5%	+$45.1K	0.71%	29
2014 Q2	$9.74M	Buy	340,420 +5,840	+2%	+$160K	0.77%	25
2014 Q1	$9.31M	Buy	334,580 +10,515	+3%	+$283K	0.8%	27
2013 Q4	$8.66M	Buy	324,065 +74,500	+30%	+$1.92M	0.77%	26
2013 Q3	$6.28M	Buy	249,565 +74,330	+42%	+$1.81M	0.61%	40
2013 Q2	$4.07M	Buy	+175,235	New	+$4.07M	0.5%	52

Other funds holding IJH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

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

National Planning Corporation's IJH Position: Q1 2018 in Review

National Planning Corporation sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 255 shares — an estimated $9.69K sold.

National Planning Corporation first reported a position in IJH in Q2 2013 and held it in 19 quarters. The position peaked at $14.8M in Q2 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

National Planning Corporation reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
National Planning Corporation sold 255 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $9.69K.
National Planning Corporation first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 19 quarters.
National Planning Corporation's iShares Core S&P Mid-Cap ETF position peaked at $14.8M in Q2 2017.
1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.