Fulcrum Equity 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
2019
Q2
Sell
-10,355
Closed -$392K 98
2019
Q1
$392K Buy
10,355
+655
+7% +$24.2K 0.13% 53
2018
Q4
$322K Buy
+9,700
New +$354K 0.12% 44

Other funds holding IJH

Fulcrum Equity Management's IJH Position: Q2 2019 in Review

Fulcrum Equity Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2019, closing a stake of 10,355 shares — an estimated $392K sold.

Fulcrum Equity Management first reported a position in IJH in Q4 2018 and held it in 2 quarters. The position peaked at $392K in Q1 2019. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

  • Fulcrum Equity Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 10,355 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $392K.
  • Fulcrum Equity Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares Core S&P Mid-Cap ETF position peaked at $392K in Q1 2019.
  • 1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on Fulcrum Equity Management's 13F filing for Q2 2019, filed 12 Aug 2019.