J.P. Turner & Co Capital 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
2015
Q3
$218K Sell
8,045
-2,120
-21% -$61.6K 0.23% 147
2015
Q2
$304K Sell
10,165
-14,645
-59% -$447K 0.24% 145
2015
Q1
$758K Sell
24,810
-3,200
-11% -$94.7K 0.7% 44
2014
Q4
$812K Buy
+28,010
New +$787K 0.79% 30

Other funds holding IJH

J.P. Turner & Co Capital Management's IJH Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q3 2015, selling an estimated $61.6K and leaving 8,045 shares worth $218K. The position accounts for 0.23% of the portfolio, ranked #147.

J.P. Turner & Co Capital Management first reported a position in IJH in Q4 2014 and has held it in 4 quarters since. The position peaked at $812K in Q4 2014. 636 funds tracked by Wall St. Rank hold IJH as of Q3 2015.

  • J.P. Turner & Co Capital Management held 8,045 shares of iShares Core S&P Mid-Cap ETF worth $218K as of Q3 2015.
  • J.P. Turner & Co Capital Management sold 2,120 iShares Core S&P Mid-Cap ETF shares in Q3 2015, an estimated $61.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #147 holding.
  • J.P. Turner & Co Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 4 quarters since.
  • J.P. Turner & Co Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $812K in Q4 2014.
  • 636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.