Robertson Stephens Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Robertson Stephens Advisors’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 Q3	$1.32M	Buy	36,955 +9,740	+36%	+$339K	1.14%	22
2017 Q2	$947K	Sell	27,215 -7,570	-22%	-$261K	0.85%	27
2017 Q1	$1.15M	Sell	34,785 -43,460	-56%	-$1.48M	1.03%	23
2016 Q4	$2.59M	Buy	+78,245	New	+$2.48M	1.47%	23

Other funds holding IJH

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

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

Robertson Stephens Advisors's IJH Position: Q3 2017 in Review

Robertson Stephens Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q3 2017, buying an estimated $339K and bringing the position to 36,955 shares worth $1.32M. The position accounts for 1.14% of the portfolio, ranked #22.

Robertson Stephens Advisors first reported a position in IJH in Q4 2016 and has held it in 4 quarters since. The position peaked at $2.59M in Q4 2016. 943 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

Robertson Stephens Advisors held 36,955 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q3 2017.
Robertson Stephens Advisors bought 9,740 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $339K.
iShares Core S&P Mid-Cap ETF made up 1.14% of Robertson Stephens Advisors's portfolio in Q3 2017, its #22 holding.
Robertson Stephens Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
Robertson Stephens Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.59M in Q4 2016.
943 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.