Genesis 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
2015
Q2
$5.1K Hold
170
﹤0.01% 409
2015
Q1
$5.15K Hold
170
﹤0.01% 386
2014
Q4
$5.15K Buy
+170
New +$4.78K ﹤0.01% 418

Other funds holding IJH

Genesis Wealth Advisors's IJH Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2015 at 170 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Genesis Wealth Advisors first reported a position in IJH in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.15K in Q1 2015. 632 funds tracked by Wall St. Rank hold IJH as of Q2 2015.

  • Genesis Wealth Advisors held 170 shares of iShares Core S&P Mid-Cap ETF worth $5.1K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2015.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #409 holding.
  • Genesis Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $5.15K in Q1 2015.
  • 632 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.