Concentrum Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Concentrum Wealth Management's IJH Position: Q2 2023 in Review
Concentrum Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2023, closing a stake of 6,860 shares — an estimated $343K sold.
Concentrum Wealth Management first reported a position in IJH in Q4 2022 and held it in 2 quarters. The position peaked at $343K in Q1 2023. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.
- Concentrum Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
- Concentrum Wealth Management sold 6,860 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $343K.
- Concentrum Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
- Concentrum Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $343K in Q1 2023.
- 1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.
Based on Concentrum Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.