Bruderman 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
2019
Q2
– Sell
-2,640
Closed -$100K – 320
2019
Q1
$100K Sell
2,640
-250
-9% -$9.23K 0.02% 197
2018
Q4
$96K Buy
+2,890
New +$105K 0.02% 179
2016
Q2
– Sell
-1,285
Closed -$37K – 384
2016
Q1
$37K Buy
+1,285
New +$34.3K 0.01% 223

Other funds holding IJH

Bruderman Asset Management's IJH Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2019, closing a stake of 2,640 shares — an estimated $100K sold.

Bruderman Asset Management first reported a position in IJH in Q1 2016 and held it in 3 quarters. The position peaked at $100K in Q1 2019. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

  • Bruderman Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 2,640 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $100K.
  • Bruderman Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and held it in 3 quarters.
  • Bruderman Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $100K in Q1 2019.
  • 1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.