Highwater 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
2017
Q2
Sell
-8,920
Closed -$305K 52
2017
Q1
$305K Sell
8,920
-200
-2% -$6.81K 0.92% 29
2016
Q4
$302K Buy
9,120
+375
+4% +$11.9K 1.55% 25
2016
Q3
$271K Buy
+8,745
New +$270K 1.51% 26

Other funds holding IJH

Highwater Wealth Management's IJH Position: Q2 2017 in Review

Highwater Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2017, closing a stake of 8,920 shares — an estimated $305K sold.

Highwater Wealth Management first reported a position in IJH in Q3 2016 and held it in 3 quarters. The position peaked at $305K in Q1 2017. 936 funds tracked by Wall St. Rank hold IJH as of Q2 2017.

  • Highwater Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Highwater Wealth Management sold 8,920 iShares Core S&P Mid-Cap ETF shares in Q2 2017, an estimated $305K.
  • Highwater Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 3 quarters.
  • Highwater Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $305K in Q1 2017.
  • 936 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2017.

Based on Highwater Wealth Management's 13F filing for Q2 2017, filed 10 Jul 2017.