Gallagher Fiduciary 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
2023
Q3
Sell
-4,990
Closed -$261K 190
2023
Q2
$261K Sell
4,990
-795
-14% -$39.5K 0.02% 177
2023
Q1
$289K Buy
+5,785
New +$295K 0.02% 155

Other funds holding IJH

Gallagher Fiduciary Advisors's IJH Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2023, closing a stake of 4,990 shares — an estimated $261K sold.

Gallagher Fiduciary Advisors first reported a position in IJH in Q1 2023 and held it in 2 quarters. The position peaked at $289K in Q1 2023. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 4,990 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $261K.
  • Gallagher Fiduciary Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's iShares Core S&P Mid-Cap ETF position peaked at $289K in Q1 2023.
  • 2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.