Lawrence B. Cohen’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
2023
Q1
Sell
-9,950
Closed -$481K 72
2022
Q4
$481K Buy
+9,950
New +$481K 0.25% 72
2022
Q1
Sell
-11,075
Closed -$627K 77
2021
Q4
$627K Buy
+11,075
New +$616K 0.24% 66

Other funds holding IJH

Lawrence B. Cohen's IJH Position: Q1 2023 in Review

Lawrence B. Cohen sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 9,950 shares — an estimated $481K sold.

Lawrence B. Cohen first reported a position in IJH in Q4 2021 and held it in 2 quarters. The position peaked at $627K in Q4 2021. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

  • Lawrence B. Cohen reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Lawrence B. Cohen sold 9,950 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $481K.
  • Lawrence B. Cohen first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Lawrence B. Cohen's iShares Core S&P Mid-Cap ETF position peaked at $627K in Q4 2021.
  • 1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Lawrence B. Cohen's 13F filing for Q1 2023, filed 11 May 2023.