Argent Wealth Management’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
2020
Q2
$737K Sell
18,875
-3,160
-14% -$105K 0.12% 89
2020
Q1
$634K Sell
22,035
-440
-2% -$16.4K 0.13% 86
2019
Q4
$925K Buy
+22,475
New +$891K 0.16% 84

Other funds holding IJH

Argent Wealth Management's IJH Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2020, selling an estimated $105K and leaving 18,875 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #89.

Argent Wealth Management first reported a position in IJH in Q4 2019 and has held it in 3 quarters since. The position peaked at $925K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • Argent Wealth Management held 18,875 shares of iShares Core S&P Mid-Cap ETF worth $737K as of Q2 2020.
  • Argent Wealth Management sold 3,160 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $105K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Argent Wealth Management's portfolio in Q2 2020, its #89 holding.
  • Argent Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $925K in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.