Baldrige 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
2021
Q4
Sell
-310
Closed -$16K 346
2021
Q3
$16K Sell
310
-310
-50% -$16.7K 0.01% 257
2021
Q2
$33K Buy
+620
New +$33.5K 0.01% 194

Other funds holding IJH

Baldrige Asset Management's IJH Position: Q4 2021 in Review

Baldrige Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 310 shares — an estimated $16K sold.

Baldrige Asset Management first reported a position in IJH in Q2 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Baldrige Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Baldrige Asset Management sold 310 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $16K.
  • Baldrige Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Baldrige Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $33K in Q2 2021.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Baldrige Asset Management's 13F filing for Q4 2021, filed 27 Jan 2022.