Thomaspartners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Thomaspartners’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	-7,015	Closed	-$213K	–	129
2015 Q1	$213K	Hold	7,015	–	–	﹤0.01%	122
2014 Q4	$203K	Sell	7,015 -925	-12%	-$26K	﹤0.01%	124
2014 Q3	$217K	Hold	7,940	–	–	﹤0.01%	128
2014 Q2	$227K	Hold	7,940	–	–	﹤0.01%	122
2014 Q1	$218K	Buy	+7,940	New	+$214K	0.01%	128
2013 Q3	–	Sell	-2,420	Closed	-$56K	–	160
2013 Q2	$56K	Buy	+2,420	New	+$56.2K	﹤0.01%	165

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

Thomaspartners's IJH Position: Q2 2015 in Review

Thomaspartners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2015, closing a stake of 7,015 shares — an estimated $213K sold.

Thomaspartners first reported a position in IJH in Q2 2013 and held it in 6 quarters. The position peaked at $227K in Q2 2014. 632 funds tracked by Wall St. Rank hold IJH as of Q2 2015.

Thomaspartners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2015 after selling out during the quarter.
Thomaspartners sold 7,015 iShares Core S&P Mid-Cap ETF shares in Q2 2015, an estimated $213K.
Thomaspartners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 6 quarters.
Thomaspartners's iShares Core S&P Mid-Cap ETF position peaked at $227K in Q2 2014.
632 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2015.

Based on Thomaspartners's 13F filing for Q2 2015, filed 17 Aug 2015.