Overbrook Management Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Overbrook Management Corp’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	-26,215	Closed	-$995K	–	79
2017 Q4	$995K	Hold	26,215	–	–	0.2%	45
2017 Q3	$938K	Hold	26,215	–	–	0.21%	41
2017 Q2	$912K	Sell	26,215 -5,000	-16%	-$173K	0.2%	45
2017 Q1	$1.07M	Hold	31,215	–	–	0.23%	43
2016 Q4	$1.03M	Hold	31,215	–	–	0.22%	48
2016 Q3	$966K	Hold	31,215	–	–	0.22%	46
2016 Q2	$933K	Hold	31,215	–	–	0.2%	47
2016 Q1	$900K	Hold	31,215	–	–	0.19%	46
2015 Q4	$870K	Hold	31,215	–	–	0.15%	54
2015 Q3	$853K	Hold	31,215	–	–	0.13%	58
2015 Q2	$936K	Buy	31,215 +17,150	+122%	+$523K	0.14%	58
2015 Q1	$428K	Buy	+14,065	New	+$416K	0.07%	72

Other funds holding IJH

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

Bank of New York Mellon

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 $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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