Strategic Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Strategic Wealth Management’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 Q1	–	Sell	-266,345	Closed	-$7.71M	–	47
2014 Q4	$7.71M	Sell	266,345 -2,545	-0.9%	-$71.5K	7.51%	5
2014 Q3	$7.35M	Buy	268,890 +119,825	+80%	+$3.38M	7.66%	6
2014 Q2	$4.27M	Sell	149,065 -810	-0.5%	-$22.3K	4.37%	7
2014 Q1	$4.12M	Buy	+149,875	New	+$4.03M	3.84%	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

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

GHF

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

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

Strategic Wealth Management's IJH Position: Q1 2015 in Review

Strategic Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2015, closing a stake of 266,345 shares — an estimated $7.71M sold.

Strategic Wealth Management first reported a position in IJH in Q1 2014 and held it in 4 quarters. The position peaked at $7.71M in Q4 2014. 624 funds tracked by Wall St. Rank hold IJH as of Q1 2015.

Strategic Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
Strategic Wealth Management sold 266,345 iShares Core S&P Mid-Cap ETF shares in Q1 2015, an estimated $7.71M.
Strategic Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and held it in 4 quarters.
Strategic Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.71M in Q4 2014.
624 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.