Smart Portfolios LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Smart Portfolios LLC’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
2015 Q2	–	Sell	-185,835	Closed	-$5.48M	–	30
2015 Q1	$5.48M	Sell	185,835 -109,925	-37%	-$3.25M	6.09%	7
2014 Q4	$8.56M	Buy	295,760 +1,500	+0.5%	+$42.1K	9.57%	5
2014 Q3	$8.05M	Buy	+294,260	New	+$8.29M	9.87%	5
2014 Q2	–	Sell	-158,275	Closed	-$4.35M	–	29
2014 Q1	$4.35M	Buy	+158,275	New	+$4.26M	5.71%	8

Other funds holding IJH

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

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

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

EFS

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Smart Portfolios LLC's IJH Position: Q2 2015 in Review

Smart Portfolios LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2015, closing a stake of 185,835 shares — an estimated $5.48M sold.

Smart Portfolios LLC first reported a position in IJH in Q1 2014 and held it in 4 quarters. The position peaked at $8.56M in Q4 2014. 632 funds tracked by Wall St. Rank hold IJH as of Q2 2015.

Smart Portfolios LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2015 after selling out during the quarter.
Smart Portfolios LLC sold 185,835 iShares Core S&P Mid-Cap ETF shares in Q2 2015, an estimated $5.48M.
Smart Portfolios LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and held it in 4 quarters.
Smart Portfolios LLC's iShares Core S&P Mid-Cap ETF position peaked at $8.56M in Q4 2014.
632 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2015.

Based on Smart Portfolios LLC's 13F filing for Q2 2015, filed 14 Aug 2015.