Huntington Steele’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
2018
Q1
$648K Buy
17,275
+15
+0.1% +$574 0.17% 40
2017
Q4
$655K Buy
17,260
+535
+3% +$19.8K 0.18% 39
2017
Q3
$598K Buy
16,725
+7,675
+85% +$267K 0.18% 40
2017
Q2
$315K Buy
9,050
+2,105
+30% +$72.7K 0.09% 62
2017
Q1
$238K Buy
6,945
+90
+1% +$3.06K 0.07% 64
2016
Q4
$227K Sell
6,855
-310
-4% -$9.83K 0.08% 64
2016
Q3
$222K Buy
+7,165
New +$221K 0.07% 61

Other funds holding IJH

Huntington Steele's IJH Position: Q1 2018 in Review

Huntington Steele increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q1 2018, buying an estimated $574 and bringing the position to 17,275 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #40.

Huntington Steele first reported a position in IJH in Q3 2016 and has held it in 7 quarters since. The position peaked at $655K in Q4 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Huntington Steele held 17,275 shares of iShares Core S&P Mid-Cap ETF worth $648K as of Q1 2018.
  • Huntington Steele bought 15 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $574.
  • iShares Core S&P Mid-Cap ETF made up 0.17% of Huntington Steele's portfolio in Q1 2018, its #40 holding.
  • Huntington Steele first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 7 quarters since.
  • Huntington Steele's iShares Core S&P Mid-Cap ETF position peaked at $655K in Q4 2017.
  • 1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Huntington Steele's 13F filing for Q1 2018, filed 18 Apr 2018.