Oakbrook Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Oakbrook Investments’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 Q4	–	Sell	-90,000	Closed	-$3.22M	–	590
2017 Q3	$3.22M	Buy	+90,000	New	+$3.13M	0.21%	83
2016 Q4	–	Sell	-14,950	Closed	-$463K	–	577
2016 Q3	$463K	Sell	14,950 -50	-0.3%	-$1.54K	0.03%	371
2016 Q2	$448K	Sell	15,000 -8,000	-35%	-$235K	0.02%	384
2016 Q1	$663K	Buy	+23,000	New	+$614K	0.04%	296

Other funds holding IJH

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Oakbrook Investments's IJH Position: Q4 2017 in Review

Oakbrook Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 90,000 shares — an estimated $3.22M sold.

Oakbrook Investments first reported a position in IJH in Q1 2016 and held it in 4 quarters. The position peaked at $3.22M in Q3 2017. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

Oakbrook Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
Oakbrook Investments sold 90,000 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $3.22M.
Oakbrook Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and held it in 4 quarters.
Oakbrook Investments's iShares Core S&P Mid-Cap ETF position peaked at $3.22M in Q3 2017.
1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Oakbrook Investments's 13F filing for Q4 2017, filed 18 Jan 2018.