Stanford Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-1,440	Closed	-$48K	–	140
2016 Q4	$48K	Buy	1,440 +10	+0.7%	+$317	0.02%	145
2016 Q3	$44K	Hold	1,430	–	–	0.02%	164
2016 Q2	$43K	Buy	1,430 +980	+218%	+$28.7K	0.02%	156
2016 Q1	$13K	Hold	450	–	–	0.01%	277
2015 Q4	$13K	Sell	450 -8,530	-95%	-$244K	0.01%	251
2015 Q3	$245K	Sell	8,980 -4,715	-34%	-$137K	0.18%	44
2015 Q2	$411K	Hold	13,695	–	–	0.31%	29
2015 Q1	$416K	Sell	13,695 -2,535	-16%	-$75K	0.33%	28
2014 Q4	$470K	Buy	+16,230	New	+$456K	0.39%	26

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stanford Investment Group's IJH Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2017, closing a stake of 1,440 shares — an estimated $48K sold.

Stanford Investment Group first reported a position in IJH in Q4 2014 and held it in 9 quarters. The position peaked at $470K in Q4 2014. 920 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

Stanford Investment Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,440 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $48K.
Stanford Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $470K in Q4 2014.
920 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.