Winifred I. Li’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Winifred I. Li’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 Q4	$587K	Hold	20,260	–	–	0.55%	59
2014 Q3	$554K	Hold	20,260	–	–	0.53%	63
2014 Q2	$580K	Hold	20,260	–	–	0.49%	67
2014 Q1	$557K	Hold	20,260	–	–	0.48%	74
2013 Q4	$542K	Hold	20,260	–	–	0.47%	77
2013 Q3	$503K	Hold	20,260	–	–	0.47%	77
2013 Q2	$468K	Buy	+20,260	New	+$470K	0.44%	79

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

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

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

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

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

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

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

Winifred I. Li's IJH Position: Q4 2014 in Review

Winifred I. Li held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2014 at 20,260 shares worth $587K. The position accounts for 0.55% of the portfolio, ranked #59.

Winifred I. Li first reported a position in IJH in Q2 2013 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

Winifred I. Li held 20,260 shares of iShares Core S&P Mid-Cap ETF worth $587K as of Q4 2014.
Winifred I. Li left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2014.
iShares Core S&P Mid-Cap ETF made up 0.55% of Winifred I. Li's portfolio in Q4 2014, its #59 holding.
Winifred I. Li first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.