Northwestern Mutual Investment Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Northwestern Mutual Investment Services’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 Q1	–	Sell	-1,334,075	Closed	-$37.2M	–	38
2015 Q4	$37.2M	Buy	1,334,075 +131,740	+11%	+$3.76M	7.07%	4
2015 Q3	$32.9M	Buy	1,202,335 +120,415	+11%	+$3.5M	7.07%	5
2015 Q2	$32.5M	Buy	1,081,920 +130,665	+14%	+$3.99M	7.36%	4
2015 Q1	$28.9M	Buy	951,255 +85,760	+10%	+$2.54M	7.39%	4
2014 Q4	$25.1M	Buy	865,495 +93,790	+12%	+$2.64M	7.27%	4
2014 Q3	$21.1M	Buy	771,705 +63,870	+9%	+$1.8M	6.99%	5
2014 Q2	$20.3M	Buy	707,835 +97,340	+16%	+$2.67M	7.3%	4
2014 Q1	$16.8M	Buy	610,495 +83,970	+16%	+$2.26M	7.19%	4
2013 Q4	$14.1M	Buy	+526,525	New	+$13.6M	7.13%	4

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

BIT

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

EFS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Investment Services's IJH Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2016, closing a stake of 1,334,075 shares — an estimated $37.2M sold.

Northwestern Mutual Investment Services first reported a position in IJH in Q4 2013 and held it in 9 quarters. The position peaked at $37.2M in Q4 2015. 709 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 1,334,075 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $37.2M.
Northwestern Mutual Investment Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 9 quarters.
Northwestern Mutual Investment Services's iShares Core S&P Mid-Cap ETF position peaked at $37.2M in Q4 2015.
709 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.