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

WFG 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
2017 Q2	$2.34M	Buy	67,380 +14,565	+28%	+$503K	0.53%	38
2017 Q1	$1.81M	Sell	52,815 -13,490	-20%	-$459K	0.48%	48
2016 Q4	$2.19M	Sell	66,305 -3,180	-5%	-$101K	0.54%	38
2016 Q3	$2.15M	Buy	69,485 +2,880	+4%	+$89K	0.54%	39
2016 Q2	$1.99M	Buy	66,605 +2,140	+3%	+$62.8K	0.53%	39
2016 Q1	$1.86M	Buy	64,465 +9,385	+17%	+$251K	0.54%	35
2015 Q4	$1.53M	Buy	55,080 +2,155	+4%	+$61.6K	0.46%	46
2015 Q3	$1.45M	Buy	52,925 +3,425	+7%	+$99.6K	0.45%	46
2015 Q2	$1.49M	Buy	49,500 +4,605	+10%	+$140K	0.41%	50
2015 Q1	$1.36M	Buy	44,895 +4,460	+11%	+$132K	0.38%	47
2014 Q4	$1.17M	Buy	40,435 +6,950	+21%	+$195K	0.24%	92
2014 Q3	$916K	Buy	33,485 +12,465	+59%	+$351K	0.17%	142
2014 Q2	$602K	Buy	21,020 +2,285	+12%	+$62.8K	0.11%	214
2014 Q1	$515K	Sell	18,735 -4,185	-18%	-$113K	0.1%	238
2013 Q4	$613K	Buy	22,920 +1,250	+6%	+$32.3K	0.09%	264
2013 Q3	$538K	Buy	21,670 +7,255	+50%	+$177K	0.08%	270
2013 Q2	$333K	Buy	+14,415	New	+$335K	0.06%	346

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WFG Advisors's IJH Position: Q2 2017 in Review

WFG Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 28% in Q2 2017, buying an estimated $503K and bringing the position to 67,380 shares worth $2.34M. The position accounts for 0.53% of the portfolio, ranked #38.

WFG Advisors first reported a position in IJH in Q2 2013 and has held it in 17 quarters since. 936 funds tracked by Wall St. Rank hold IJH as of Q2 2017.

WFG Advisors held 67,380 shares of iShares Core S&P Mid-Cap ETF worth $2.34M as of Q2 2017.
WFG Advisors bought 14,565 iShares Core S&P Mid-Cap ETF shares in Q2 2017, an estimated $503K.
iShares Core S&P Mid-Cap ETF made up 0.53% of WFG Advisors's portfolio in Q2 2017, its #38 holding.
WFG Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 17 quarters since.
936 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.