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

WESPAC Advisors’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
2014 Q1	–	Sell	-30,520	Closed	-$817K	–	146
2013 Q4	$817K	Buy	30,520 +4,550	+18%	+$117K	0.68%	68
2013 Q3	$645K	Buy	25,970 +9,000	+53%	+$220K	0.75%	54
2013 Q2	$392K	Buy	+16,970	New	+$394K	0.6%	66

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

EFS

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

WESPAC Advisors's IJH Position: Q1 2014 in Review

WESPAC Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2014, closing a stake of 30,520 shares — an estimated $817K sold.

WESPAC Advisors first reported a position in IJH in Q2 2013 and held it in 3 quarters. The position peaked at $817K in Q4 2013. 529 funds tracked by Wall St. Rank hold IJH as of Q1 2014.

WESPAC Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
WESPAC Advisors sold 30,520 iShares Core S&P Mid-Cap ETF shares in Q1 2014, an estimated $817K.
WESPAC Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 3 quarters.
WESPAC Advisors's iShares Core S&P Mid-Cap ETF position peaked at $817K in Q4 2013.
529 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2014.

Based on WESPAC Advisors's 13F filing for Q1 2014, filed 30 Apr 2014.