First National Bank of South Miami’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
2023
Q2
$4.15M Sell
79,290
-2,130
-3% -$106K 3.34% 6
2023
Q1
$4.07M Sell
81,420
-21,235
-21% -$1.08M 3.24% 6
2022
Q4
$4.97M Sell
102,655
-3,345
-3% -$162K 3.71% 2
2022
Q3
$4.65M Sell
106,000
-8,750
-8% -$423K 3.6% 3
2022
Q2
$5.19M Buy
114,750
+6,750
+6% +$333K 3.54% 4
2022
Q1
$5.8M Buy
108,000
+16,220
+18% +$864K 3.51% 4
2021
Q4
$5.2M Buy
91,780
+7,685
+9% +$428K 3.14% 6
2021
Q3
$4.42M Buy
84,095
+4,970
+6% +$267K 2.97% 8
2021
Q2
$4.25M Buy
79,125
+6,485
+9% +$350K 2.9% 8
2021
Q1
$3.78M Buy
72,640
+13,540
+23% +$676K 2.89% 6
2020
Q4
$2.72M Buy
59,100
+7,645
+15% +$322K 2.33% 9
2020
Q3
$1.91M Buy
51,455
+17,495
+52% +$654K 1.82% 11
2020
Q2
$1.21M Buy
33,960
+5,050
+17% +$168K 1.3% 18
2020
Q1
$832K Sell
28,910
-2,735
-9% -$102K 1.05% 24
2019
Q4
$1.3M Sell
31,645
-1,060
-3% -$42K 1.29% 15
2019
Q3
$1.23M Buy
32,705
+165
+0.5% +$6.34K 1.18% 20
2019
Q2
$1.28M Buy
32,540
+270
+0.8% +$10.3K 1.2% 18
2019
Q1
$1.22M Buy
32,270
+1,485
+5% +$54.8K 1.17% 18
2018
Q4
$1.13M Buy
+30,785
New +$1.12M 1.1% 22

Other funds holding IJH

First National Bank of South Miami's IJH Position: Q2 2023 in Review

First National Bank of South Miami reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2023, selling an estimated $106K and leaving 79,290 shares worth $4.15M. The position accounts for 3.34% of the portfolio, ranked #6.

First National Bank of South Miami first reported a position in IJH in Q4 2018 and has held it in 19 quarters since. The position peaked at $5.8M in Q1 2022. 1,961 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

  • First National Bank of South Miami held 79,290 shares of iShares Core S&P Mid-Cap ETF worth $4.15M as of Q2 2023.
  • First National Bank of South Miami sold 2,130 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $106K.
  • iShares Core S&P Mid-Cap ETF made up 3.34% of First National Bank of South Miami's portfolio in Q2 2023, its #6 holding.
  • First National Bank of South Miami first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • First National Bank of South Miami's iShares Core S&P Mid-Cap ETF position peaked at $5.8M in Q1 2022.
  • 1,961 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.