Dixon Hughes Goodman Wealth Advisors’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
Q1
$478K Sell
8,900
-1,650
-16% -$87.8K 0.14% 106
2021
Q4
$597K Buy
+10,550
New +$587K 0.19% 72

Other funds holding IJH

Dixon Hughes Goodman Wealth Advisors's IJH Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2022, selling an estimated $87.8K and leaving 8,900 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #106.

Dixon Hughes Goodman Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 2 quarters since. The position peaked at $597K in Q4 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 8,900 shares of iShares Core S&P Mid-Cap ETF worth $478K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 1,650 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $87.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #106 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $597K in Q4 2021.
  • 1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.