Hobart Private Capital’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
2020
Q1
Sell
-13,020
Closed -$536K 155
2019
Q4
$536K Sell
13,020
-5,445
-29% -$216K 0.33% 73
2019
Q3
$714K Sell
18,465
-1,940
-10% -$74.6K 0.49% 50
2019
Q2
$793K Buy
+20,405
New +$782K 0.55% 50

Other funds holding IJH

Hobart Private Capital's IJH Position: Q1 2020 in Review

Hobart Private Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 13,020 shares — an estimated $536K sold.

Hobart Private Capital first reported a position in IJH in Q2 2019 and held it in 3 quarters. The position peaked at $793K in Q2 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Hobart Private Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Hobart Private Capital sold 13,020 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $536K.
  • Hobart Private Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
  • Hobart Private Capital's iShares Core S&P Mid-Cap ETF position peaked at $793K in Q2 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Hobart Private Capital's 13F filing for Q1 2020, filed 11 Mar 2024.