Paul John Balson’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
2020
Q4
$1.92M Buy
41,785
+255
+0.6% +$10.7K 0.4% 19
2020
Q3
$1.54M Hold
41,530
0.38% 20
2020
Q2
$1.48M Buy
41,530
+5,095
+14% +$169K 0.56% 19
2020
Q1
$1.05M Buy
+36,435
New +$1.35M 0.56% 21

Other funds holding IJH

Paul John Balson's IJH Position: Q4 2020 in Review

Paul John Balson increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.61% in Q4 2020, buying an estimated $10.7K and bringing the position to 41,785 shares worth $1.92M. The position accounts for 0.4% of the portfolio, ranked #19.

Paul John Balson first reported a position in IJH in Q1 2020 and has held it in 4 quarters since. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

  • Paul John Balson held 41,785 shares of iShares Core S&P Mid-Cap ETF worth $1.92M as of Q4 2020.
  • Paul John Balson bought 255 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $10.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.4% of Paul John Balson's portfolio in Q4 2020, its #19 holding.
  • Paul John Balson first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.