Zions Trust National Association’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Zions Trust National Association’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	$112K	Hold	3,875	–	–	0.16%	56
2014 Q3	$106K	Hold	3,875	–	–	0.15%	56
2014 Q2	$111K	Hold	3,875	–	–	0.16%	56
2014 Q1	$107K	Buy	3,875 +1,000	+35%	+$26.9K	0.15%	63
2013 Q4	$77K	Buy	+2,875	New	+$74.2K	0.11%	69

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 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 $609B AUM 40.19% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Zions Trust National Association's IJH Position: Q4 2014 in Review

Zions Trust National Association held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2014 at 3,875 shares worth $112K. The position accounts for 0.16% of the portfolio, ranked #56.

Zions Trust National Association first reported a position in IJH in Q4 2013 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

Zions Trust National Association held 3,875 shares of iShares Core S&P Mid-Cap ETF worth $112K as of Q4 2014.
Zions Trust National Association left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2014.
iShares Core S&P Mid-Cap ETF made up 0.16% of Zions Trust National Association's portfolio in Q4 2014, its #56 holding.
Zions Trust National Association first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 5 quarters since.
599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.