Close 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
2022
Q2
Sell
-70
Closed -$4K 205
2022
Q1
$4K Hold
70
﹤0.01% 199
2021
Q4
$4K Buy
+70
New +$3.9K ﹤0.01% 199

Other funds holding IJH

Close Asset Management's IJH Position: Q2 2022 in Review

Close Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2022, closing a stake of 70 shares — an estimated $4K sold.

Close Asset Management first reported a position in IJH in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 1,795 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Close Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Close Asset Management sold 70 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $4K.
  • Close Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Close Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $4K in Q1 2022.
  • 1,795 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Close Asset Management's 13F filing for Q2 2022, filed 29 Jul 2022.