IBEX 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
2019
Q3
Sell
-2,215
Closed -$86K 214
2019
Q2
$86K Buy
+2,215
New +$84.9K 0.02% 177
2017
Q1
Sell
-3,320
Closed -$111K 209
2016
Q4
$111K Buy
+3,320
New +$105K 0.05% 131

Other funds holding IJH

IBEX Wealth Advisors's IJH Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 2,215 shares — an estimated $86K sold.

IBEX Wealth Advisors first reported a position in IJH in Q4 2016 and held it in 2 quarters. The position peaked at $111K in Q4 2016. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,215 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $86K.
  • IBEX Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $111K in Q4 2016.
  • 1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.