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

Threshold 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 Q3	$1.42M	Buy	39,650 +17,150	+76%	+$597K	1.13%	18
2017 Q2	$783K	Hold	22,500	–	–	0.69%	21
2017 Q1	$770K	Hold	22,500	–	–	0.74%	23
2016 Q4	$744K	Buy	+22,500	New	+$713K	0.65%	28

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

EFS

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

Threshold Group's IJH Position: Q3 2017 in Review

Threshold Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 76% in Q3 2017, buying an estimated $597K and bringing the position to 39,650 shares worth $1.42M. The position accounts for 1.13% of the portfolio, ranked #18.

Threshold Group first reported a position in IJH in Q4 2016 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

Threshold Group held 39,650 shares of iShares Core S&P Mid-Cap ETF worth $1.42M as of Q3 2017.
Threshold Group bought 17,150 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $597K.
iShares Core S&P Mid-Cap ETF made up 1.13% of Threshold Group's portfolio in Q3 2017, its #18 holding.
Threshold Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.