Meristem Family Wealth’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
Q1
$1.8M Sell
33,605
-150
-0.4% -$7.99K 0.2% 56
2021
Q4
$1.91M Buy
33,755
+10
+0% +$557 0.16% 67
2021
Q3
$1.77M Buy
33,745
+7,010
+26% +$377K 0.17% 68
2021
Q2
$1.44M Buy
+26,735
New +$1.44M 0.23% 56

Other funds holding IJH

Meristem Family Wealth's IJH Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.44% in Q1 2022, selling an estimated $7.99K and leaving 33,605 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #56.

Meristem Family Wealth first reported a position in IJH in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.91M in Q4 2021. 1,841 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

  • Meristem Family Wealth held 33,605 shares of iShares Core S&P Mid-Cap ETF worth $1.8M as of Q1 2022.
  • Meristem Family Wealth sold 150 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $7.99K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Meristem Family Wealth's portfolio in Q1 2022, its #56 holding.
  • Meristem Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.91M in Q4 2021.
  • 1,841 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.