Level Four Financial’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
2021
Q3
$624K Sell
11,860
-95
-0.8% -$5.11K 0.27% 95
2021
Q2
$643K Buy
11,955
+300
+3% +$16.2K 0.27% 103
2021
Q1
$607K Sell
11,655
-4,125
-26% -$206K 0.28% 100
2020
Q4
$725K Buy
+15,780
New +$665K 0.31% 87

Other funds holding IJH

Level Four Financial's IJH Position: Q3 2021 in Review

Level Four Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.79% in Q3 2021, selling an estimated $5.11K and leaving 11,860 shares worth $624K. The position accounts for 0.27% of the portfolio, ranked #95.

Level Four Financial first reported a position in IJH in Q4 2020 and has held it in 4 quarters since. The position peaked at $725K in Q4 2020. 1,641 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

  • Level Four Financial held 11,860 shares of iShares Core S&P Mid-Cap ETF worth $624K as of Q3 2021.
  • Level Four Financial sold 95 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $5.11K.
  • iShares Core S&P Mid-Cap ETF made up 0.27% of Level Four Financial's portfolio in Q3 2021, its #95 holding.
  • Level Four Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's iShares Core S&P Mid-Cap ETF position peaked at $725K in Q4 2020.
  • 1,641 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.