McAdams Wright Ragen’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
2014
Q3
$942K Buy
34,465
+5,600
+19% +$158K 0.05% 204
2014
Q2
$826K Buy
28,865
+895
+3% +$24.6K 0.05% 206
2014
Q1
$769K Buy
27,970
+5
+0% +$135 0.05% 201
2013
Q4
$748K Buy
27,965
+5
+0% +$129 0.05% 205
2013
Q3
$694K Buy
27,960
+15
+0.1% +$366 0.05% 192
2013
Q2
$646K Buy
+27,945
New +$649K 0.05% 196

Other funds holding IJH

McAdams Wright Ragen's IJH Position: Q3 2014 in Review

McAdams Wright Ragen increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q3 2014, buying an estimated $158K and bringing the position to 34,465 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #204.

McAdams Wright Ragen first reported a position in IJH in Q2 2013 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IJH as of Q3 2014.

  • McAdams Wright Ragen held 34,465 shares of iShares Core S&P Mid-Cap ETF worth $942K as of Q3 2014.
  • McAdams Wright Ragen bought 5,600 iShares Core S&P Mid-Cap ETF shares in Q3 2014, an estimated $158K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of McAdams Wright Ragen's portfolio in Q3 2014, its #204 holding.
  • McAdams Wright Ragen first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 6 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.