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

Ronald Blue & 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
2017 Q2	$3.65M	Sell	104,805 -59,375	-36%	-$2.05M	0.12%	32
2017 Q1	$5.62M	Buy	164,180 +56,780	+53%	+$1.93M	0.2%	25
2016 Q4	$3.55M	Buy	107,400 +30,285	+39%	+$960K	0.14%	30
2016 Q3	$2.39M	Buy	77,115 +41,390	+116%	+$1.28M	0.1%	33
2016 Q2	$1.07M	Buy	35,725 +18,680	+110%	+$548K	0.05%	63
2016 Q1	$492K	Buy	+17,045	New	+$455K	0.03%	96
2014 Q4	–	Sell	-21,775	Closed	-$596K	–	354
2014 Q3	$596K	Hold	21,775	–	–	0.04%	133
2014 Q2	$623K	Buy	+21,775	New	+$598K	0.04%	142

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

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

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

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

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

Ronald Blue & Co's IJH Position: Q2 2017 in Review

Ronald Blue & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q2 2017, selling an estimated $2.05M and leaving 104,805 shares worth $3.65M. The position accounts for 0.12% of the portfolio, ranked #32.

Ronald Blue & Co first reported a position in IJH in Q2 2014 and has held it in 8 quarters since. The position peaked at $5.62M in Q1 2017. 935 funds tracked by Wall St. Rank hold IJH as of Q2 2017.

Ronald Blue & Co held 104,805 shares of iShares Core S&P Mid-Cap ETF worth $3.65M as of Q2 2017.
Ronald Blue & Co sold 59,375 iShares Core S&P Mid-Cap ETF shares in Q2 2017, an estimated $2.05M.
iShares Core S&P Mid-Cap ETF made up 0.12% of Ronald Blue & Co's portfolio in Q2 2017, its #32 holding.
Ronald Blue & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 8 quarters since.
Ronald Blue & Co's iShares Core S&P Mid-Cap ETF position peaked at $5.62M in Q1 2017.
935 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.