LWM Advisory Services’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
2022
Q4
Sell
-5,235
Closed -$230K 105
2022
Q3
$230K Buy
+5,235
New +$253K 0.26% 106

Other funds holding IJH

LWM Advisory Services's IJH Position: Q4 2022 in Review

LWM Advisory Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 5,235 shares — an estimated $230K sold.

LWM Advisory Services first reported a position in IJH in Q3 2022 and held it in 1 quarter. The position peaked at $230K in Q3 2022. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • LWM Advisory Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 5,235 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $230K.
  • LWM Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • LWM Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $230K in Q3 2022.
  • 1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.