Aureus Asset 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
2018
Q1
Sell
-42,110
Closed -$1.6M 186
2017
Q4
$1.6M Buy
42,110
+5,875
+16% +$217K 0.25% 56
2017
Q3
$1.3M Hold
36,235
0.2% 60
2017
Q2
$1.26M Hold
36,235
0.21% 58
2017
Q1
$1.25M Hold
36,235
0.22% 61
2016
Q4
$1.2M Hold
36,235
0.23% 58
2016
Q3
$1.12M Buy
+36,235
New +$1.12M 0.22% 60

Other funds holding IJH

Aureus Asset Management's IJH Position: Q1 2018 in Review

Aureus Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 42,110 shares — an estimated $1.6M sold.

Aureus Asset Management first reported a position in IJH in Q3 2016 and held it in 6 quarters. The position peaked at $1.6M in Q4 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Aureus Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Aureus Asset Management sold 42,110 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $1.6M.
  • Aureus Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 6 quarters.
  • Aureus Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.6M in Q4 2017.
  • 1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Aureus Asset Management's 13F filing for Q1 2018, filed 15 May 2018.