Rockefeller Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rockefeller Financial Services’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	$91K	Hold	2,395	–	–	﹤0.01%	384
2017 Q3	$85K	Hold	2,395	–	–	﹤0.01%	393
2017 Q2	$83K	Hold	2,395	–	–	﹤0.01%	353
2017 Q1	$82K	Hold	2,395	–	–	﹤0.01%	371
2016 Q4	$79K	Buy	2,395 +180	+8%	+$5.71K	﹤0.01%	390
2016 Q3	$69K	Hold	2,215	–	–	﹤0.01%	377
2016 Q2	$66K	Hold	2,215	–	–	﹤0.01%	386
2016 Q1	$64K	Hold	2,215	–	–	﹤0.01%	405
2015 Q4	$62K	Buy	+2,215	New	+$63.3K	﹤0.01%	413
2014 Q1	–	Sell	-5,000	Closed	-$134K	–	520
2013 Q4	$134K	Hold	5,000	–	–	﹤0.01%	375
2013 Q3	$124K	Hold	5,000	–	–	﹤0.01%	370
2013 Q2	$116K	Buy	+5,000	New	+$116K	﹤0.01%	378

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

EFS

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

Rockefeller Financial Services's IJH Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2017 at 2,395 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Rockefeller Financial Services first reported a position in IJH in Q2 2013 and has held it in 12 quarters since. The position peaked at $134K in Q4 2013. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

Rockefeller Financial Services held 2,395 shares of iShares Core S&P Mid-Cap ETF worth $91K as of Q4 2017.
Rockefeller Financial Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2017.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #384 holding.
Rockefeller Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 12 quarters since.
Rockefeller Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $134K in Q4 2013.
1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.