ACG Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1M | Buy |
22,885
+350
| +2% | +$16.9K | 0.23% | 106 |
|
|
2022
Q2 | $1.02M | Sell |
22,535
-3,105
| -12% | -$153K | 0.21% | 115 |
|
|
2022
Q1 | $1.38M | Sell |
25,640
-3,635
| -12% | -$194K | 0.26% | 102 |
|
|
2021
Q4 | $1.66M | Buy |
29,275
+1,545
| +6% | +$86K | 0.24% | 104 |
|
|
2021
Q3 | $1.46M | Sell |
27,730
-1,170
| -4% | -$62.9K | 0.19% | 108 |
|
|
2021
Q2 | $1.55M | Sell |
28,900
-7,755
| -21% | -$419K | 0.2% | 104 |
|
|
2021
Q1 | $1.91M | Buy |
36,655
+23,870
| +187% | +$1.19M | 0.25% | 84 |
|
|
2020
Q4 | $588K | Buy |
12,785
+5
| +0% | +$211 | 0.08% | 172 |
|
|
2020
Q3 | $474K | Sell |
12,780
-1,610
| -11% | -$60.2K | 0.07% | 180 |
|
|
2020
Q2 | $512K | Sell |
14,390
-33,880
| -70% | -$1.13M | 0.08% | 169 |
|
|
2020
Q1 | $1.39M | Sell |
48,270
-5,230
| -10% | -$194K | 0.26% | 87 |
|
|
2019
Q4 | $2.2M | Sell |
53,500
-6,995
| -12% | -$277K | 0.33% | 78 |
|
|
2019
Q3 | $2.34M | Sell |
60,495
-19,105
| -24% | -$734K | 0.35% | 71 |
|
|
2019
Q2 | $3.09M | Buy |
79,600
+9,475
| +14% | +$363K | 0.42% | 62 |
|
|
2019
Q1 | $2.66M | Buy |
70,125
+18,105
| +35% | +$669K | 0.36% | 66 |
|
|
2018
Q4 | $1.73M | Buy |
52,020
+3,690
| +8% | +$135K | 0.26% | 83 |
|
|
2018
Q3 | $1.95M | Buy |
48,330
+2,460
| +5% | +$98.9K | 0.26% | 87 |
|
|
2018
Q2 | $1.79M | Buy |
45,870
+2,505
| +6% | +$96.8K | 0.27% | 81 |
|
|
2018
Q1 | $1.63M | Buy |
43,365
+880
| +2% | +$33.7K | 0.25% | 87 |
|
|
2017
Q4 | $1.61M | Buy |
42,485
+575
| +1% | +$21.3K | 0.24% | 98 |
|
|
2017
Q3 | $1.5M | Sell |
41,910
-275
| -0.7% | -$9.58K | 0.26% | 94 |
|
|
2017
Q2 | $1.47M | Buy |
42,185
+350
| +0.8% | +$12.1K | 0.24% | 110 |
|
|
2017
Q1 | $1.43M | Buy |
41,835
+4,105
| +11% | +$140K | 0.26% | 99 |
|
|
2016
Q4 | $1.25M | Buy |
37,730
+2,880
| +8% | +$91.3K | 0.26% | 95 |
|
|
2016
Q3 | $1.08M | Buy |
34,850
+550
| +2% | +$17K | 0.23% | 102 |
|
|
2016
Q2 | $1.02M | Sell |
34,300
-1,505
| -4% | -$44.1K | 0.23% | 98 |
|
|
2016
Q1 | $1.03M | Buy |
35,805
+26,740
| +295% | +$714K | 0.23% | 96 |
|
|
2015
Q4 | $253K | Buy |
9,065
+1,005
| +12% | +$28.7K | 0.06% | 182 |
|
|
2015
Q3 | $220K | Sell |
8,060
-1,310
| -14% | -$38.1K | 0.06% | 182 |
|
|
2015
Q2 | $281K | Sell |
9,370
-280
| -3% | -$8.54K | 0.07% | 170 |
|
|
2015
Q1 | $293K | Buy |
9,650
+1,590
| +20% | +$47K | 0.08% | 170 |
|
|
2014
Q4 | $233K | Hold |
8,060
| – | – | 0.06% | 185 |
|
|
2014
Q3 | $220K | Hold |
8,060
| – | – | 0.06% | 178 |
|
|
2014
Q2 | $231K | Hold |
8,060
| – | – | 0.04% | 191 |
|
|
2014
Q1 | $222K | Hold |
8,060
| – | – | 0.07% | 169 |
|
|
2013
Q4 | $216K | Buy |
+8,060
| New | +$208K | 0.06% | 166 |
|
Other funds holding IJH
ACG Wealth's IJH Position: Q3 2022 in Review
ACG Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q3 2022, buying an estimated $16.9K and bringing the position to 22,885 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #106.
ACG Wealth first reported a position in IJH in Q4 2013 and has held it in 36 quarters since. The position peaked at $3.09M in Q2 2019. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.
- ACG Wealth held 22,885 shares of iShares Core S&P Mid-Cap ETF worth $1M as of Q3 2022.
- ACG Wealth bought 350 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $16.9K.
- iShares Core S&P Mid-Cap ETF made up 0.23% of ACG Wealth's portfolio in Q3 2022, its #106 holding.
- ACG Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 36 quarters since.
- ACG Wealth's iShares Core S&P Mid-Cap ETF position peaked at $3.09M in Q2 2019.
- 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.
Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.