Coe Capital 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
-8,420
Closed -$320K 90
2017
Q4
$320K Hold
8,420
0.34% 74
2017
Q3
$301K Buy
8,420
+1,150
+16% +$40.1K 0.31% 80
2017
Q2
$253K Buy
+7,270
New +$251K 0.29% 76

Other funds holding IJH

Coe Capital Management's IJH Position: Q1 2018 in Review

Coe Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2018, closing a stake of 8,420 shares — an estimated $320K sold.

Coe Capital Management first reported a position in IJH in Q2 2017 and held it in 3 quarters. The position peaked at $320K in Q4 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Coe Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Coe Capital Management sold 8,420 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $320K.
  • Coe Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
  • Coe Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $320K 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 Coe Capital Management's 13F filing for Q1 2018, filed 14 May 2018.