Elmwood Wealth 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
2020
Q2
Sell
-80
Closed -$3K 296
2020
Q1
$3K Buy
+80
New +$2.97K ﹤0.01% 242
2018
Q3
Sell
-80
Closed -$3.12K 298
2018
Q2
$3.12K Hold
80
﹤0.01% 239
2018
Q1
$3K Buy
+80
New +$3.06K ﹤0.01% 242

Other funds holding IJH

Elmwood Wealth Management's IJH Position: Q2 2020 in Review

Elmwood Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2020, closing a stake of 80 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in IJH in Q1 2018 and held it in 3 quarters. The position peaked at $3.12K in Q2 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

  • Elmwood Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 80 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $3K.
  • Elmwood Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.12K in Q2 2018.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.