RBO & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

RBO & Co’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	-12,625	Closed	-$352K	–	59
2015 Q4	$352K	Buy	+12,625	New	+$361K	0.11%	60

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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 $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

RBO & Co's IJH Position: Q1 2016 in Review

RBO & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2016, closing a stake of 12,625 shares — an estimated $352K sold.

RBO & Co first reported a position in IJH in Q4 2015 and held it in 1 quarter. The position peaked at $352K in Q4 2015. 710 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

RBO & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
RBO & Co sold 12,625 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $352K.
RBO & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 1 quarter.
RBO & Co's iShares Core S&P Mid-Cap ETF position peaked at $352K in Q4 2015.
710 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on RBO & Co's 13F filing for Q1 2016, filed 10 May 2016.