Resolute 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
2022
Q4
$10.3M Buy
212,130
+5,600
+3% +$271K 8.73% 2
2022
Q3
$9.06M Buy
206,530
+3,930
+2% +$190K 8.59% 2
2022
Q2
$9.17M Sell
202,600
-6,125
-3% -$302K 7.97% 2
2022
Q1
$11.2M Buy
208,725
+3,355
+2% +$179K 9.11% 2
2021
Q4
$11.6M Buy
+205,370
New +$11.4M 8.69% 2

Other funds holding IJH

Resolute Financial's IJH Position: Q4 2022 in Review

Resolute Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q4 2022, buying an estimated $271K and bringing the position to 212,130 shares worth $10.3M. The position accounts for 8.73% of the portfolio, ranked #2.

Resolute Financial first reported a position in IJH in Q4 2021 and has held it in 5 quarters since. The position peaked at $11.6M in Q4 2021. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • Resolute Financial held 212,130 shares of iShares Core S&P Mid-Cap ETF worth $10.3M as of Q4 2022.
  • Resolute Financial bought 5,600 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $271K.
  • iShares Core S&P Mid-Cap ETF made up 8.73% of Resolute Financial's portfolio in Q4 2022, its #2 holding.
  • Resolute Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Core S&P Mid-Cap ETF position peaked at $11.6M in Q4 2021.
  • 1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.