Gupta 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
2016
Q1
$223K Sell
7,735
-210
-3% -$5.61K 0.05% 232
2015
Q4
$221K Sell
7,945
-60,895
-88% -$1.74M 0.06% 236
2015
Q3
$1.88M Buy
68,840
+9,705
+16% +$282K 0.46% 53
2015
Q2
$1.77M Buy
59,135
+24,235
+69% +$739K 0.44% 58
2015
Q1
$1.06M Buy
+34,900
New +$1.03M 0.31% 79

Other funds holding IJH

Gupta Wealth Management's IJH Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q1 2016, selling an estimated $5.61K and leaving 7,735 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #232.

Gupta Wealth Management first reported a position in IJH in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2015. 710 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

  • Gupta Wealth Management held 7,735 shares of iShares Core S&P Mid-Cap ETF worth $223K as of Q1 2016.
  • Gupta Wealth Management sold 210 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $5.61K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #232 holding.
  • Gupta Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.88M in Q3 2015.
  • 710 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.