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Robert N. Shapiro’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$466K Buy
16,090
+190
+1% +$5.34K 0.09% 180
2014
Q3 		$435K Hold
15,900
– – 0.08% 193
2014
Q2 		$455K Hold
15,900
– – 0.09% 186
2014
Q1 		$437K Hold
15,900
– – 0.08% 187
2013
Q4 		$426K Sell
15,900
-21,600
-58% -$558K 0.08% 193
2013
Q3 		$931K Buy
37,500
+2,500
+7% +$61K 0.16% 141
2013
Q2 		$809K Buy
+35,000
New +$812K 0.17% 138

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robert N. Shapiro's IJH Position: Q4 2014 in Review

Robert N. Shapiro increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q4 2014, buying an estimated $5.34K and bringing the position to 16,090 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #180.

Robert N. Shapiro first reported a position in IJH in Q2 2013 and has held it in 7 quarters since. The position peaked at $931K in Q3 2013. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

  • Robert N. Shapiro held 16,090 shares of iShares Core S&P Mid-Cap ETF worth $466K as of Q4 2014.
  • Robert N. Shapiro bought 190 iShares Core S&P Mid-Cap ETF shares in Q4 2014, an estimated $5.34K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Robert N. Shapiro's portfolio in Q4 2014, its #180 holding.
  • Robert N. Shapiro first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares Core S&P Mid-Cap ETF position peaked at $931K in Q3 2013.
  • 599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.