Triangle Peak Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Triangle Peak Partners’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 Q3	$1.46M	Sell	53,445 -840	-2%	-$24.4K	2.64%	12
2015 Q2	$1.63M	Sell	54,285 -525	-1%	-$16K	2.55%	10
2015 Q1	$1.67M	Buy	54,810 +3,015	+6%	+$89.2K	2.53%	11
2014 Q4	$1.5M	Sell	51,795 -16,270	-24%	-$457K	2.13%	13
2014 Q3	$1.86M	Sell	68,065 -1,255	-2%	-$35.4K	1.89%	11
2014 Q2	$1.98M	Sell	69,320 -405	-0.6%	-$11.1K	1.78%	12
2014 Q1	$1.92M	Sell	69,725 -4,755	-6%	-$128K	1.73%	14
2013 Q4	$1.99M	Buy	+74,480	New	+$1.92M	1.89%	13

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BIT

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Triangle Peak Partners's IJH Position: Q3 2015 in Review

Triangle Peak Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q3 2015, selling an estimated $24.4K and leaving 53,445 shares worth $1.46M. The position accounts for 2.64% of the portfolio, ranked #12.

Triangle Peak Partners first reported a position in IJH in Q4 2013 and has held it in 8 quarters since. The position peaked at $1.99M in Q4 2013. 637 funds tracked by Wall St. Rank hold IJH as of Q3 2015.

Triangle Peak Partners held 53,445 shares of iShares Core S&P Mid-Cap ETF worth $1.46M as of Q3 2015.
Triangle Peak Partners sold 840 iShares Core S&P Mid-Cap ETF shares in Q3 2015, an estimated $24.4K.
iShares Core S&P Mid-Cap ETF made up 2.64% of Triangle Peak Partners's portfolio in Q3 2015, its #12 holding.
Triangle Peak Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 8 quarters since.
Triangle Peak Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.99M in Q4 2013.
637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.