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

Wealthfront’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
2018 Q3	$318K	Sell	7,890 -90	-1%	-$3.62K	﹤0.01%	437
2018 Q2	$311K	Sell	7,980 -665	-8%	-$25.7K	﹤0.01%	431
2018 Q1	$324K	Sell	8,645 -1,500	-15%	-$57.4K	﹤0.01%	431
2017 Q4	$385K	Sell	10,145 -1,025	-9%	-$37.9K	﹤0.01%	399
2017 Q3	$400K	Buy	+11,170	New	+$389K	0.01%	373
2015 Q4	–	Sell	-40	Closed	-$1K	–	642
2015 Q3	$1K	Sell	40 -1,830	-98%	-$53.2K	﹤0.01%	1202
2015 Q2	$56K	Buy	1,870 +610	+48%	+$18.6K	﹤0.01%	497
2015 Q1	$38K	Sell	1,260 -1,235	-49%	-$36.5K	﹤0.01%	496
2014 Q4	$72K	Buy	+2,495	New	+$70.1K	﹤0.01%	416
2014 Q3	–	Sell	-250	Closed	-$7K	–	691
2014 Q2	$7K	Buy	+250	New	+$6.87K	﹤0.01%	526

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's IJH Position: Q3 2018 in Review

Wealthfront reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q3 2018, selling an estimated $3.62K and leaving 7,890 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Wealthfront first reported a position in IJH in Q2 2014 and has held it in 10 quarters since. The position peaked at $400K in Q3 2017. 1,173 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

Wealthfront held 7,890 shares of iShares Core S&P Mid-Cap ETF worth $318K as of Q3 2018.
Wealthfront sold 90 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $3.62K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #437 holding.
Wealthfront first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 10 quarters since.
Wealthfront's iShares Core S&P Mid-Cap ETF position peaked at $400K in Q3 2017.
1,173 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.