Independence Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
RJA
Independence Advisors's IJH Position: Q3 2020 in Review
Independence Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 35% in Q3 2020, selling an estimated $40.6K and leaving 2,030 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #115.
Independence Advisors first reported a position in IJH in Q4 2019 and has held it in 4 quarters since. The position peaked at $111K in Q2 2020. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.
- Independence Advisors held 2,030 shares of iShares Core S&P Mid-Cap ETF worth $75K as of Q3 2020.
- Independence Advisors sold 1,085 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $40.6K.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #115 holding.
- Independence Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
- Independence Advisors's iShares Core S&P Mid-Cap ETF position peaked at $111K in Q2 2020.
- 1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.
Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.