Advisor Partners II’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
2023
Q3
$1.83M Buy
36,720
+31,915
+664% +$1.67M 0.07% 295
2023
Q2
$246K Sell
4,805
-3,940
-45% -$196K 0.01% 901
2023
Q1
$433K Buy
+8,745
New +$446K 0.02% 605

Other funds holding IJH

Advisor Partners II's IJH Position: Q3 2023 in Review

Advisor Partners II increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 664% in Q3 2023, buying an estimated $1.67M and bringing the position to 36,720 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #295.

Advisor Partners II first reported a position in IJH in Q1 2023 and has held it in 3 quarters since. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

  • Advisor Partners II held 36,720 shares of iShares Core S&P Mid-Cap ETF worth $1.83M as of Q3 2023.
  • Advisor Partners II bought 31,915 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $1.67M.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #295 holding.
  • Advisor Partners II first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 3 quarters since.
  • 2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.