Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.41M | Sell |
28,255
-2,455
| -8% | -$129K | 0.27% | 84 |
|
|
2023
Q2 | $1.61M | Hold |
30,710
| – | – | 0.27% | 89 |
|
|
2023
Q1 | $1.54M | Buy |
30,710
+125
| +0.4% | +$6.37K | 0.28% | 92 |
|
|
2022
Q4 | $1.48M | Sell |
30,585
-3,675
| -11% | -$178K | 0.27% | 91 |
|
|
2022
Q3 | $1.5M | Buy |
34,260
+3,675
| +12% | +$178K | 0.32% | 78 |
|
|
2022
Q2 | $1.38M | Hold |
30,585
| – | – | 0.28% | 92 |
|
|
2022
Q1 | $1.64M | Buy |
30,585
+340
| +1% | +$18.1K | 0.28% | 88 |
|
|
2021
Q4 | $1.71M | Hold |
30,245
| – | – | 0.3% | 79 |
|
|
2021
Q3 | $1.59M | Sell |
30,245
-3,590
| -11% | -$193K | 0.26% | 85 |
|
|
2021
Q2 | $1.82M | Sell |
33,835
-135
| -0.4% | -$7.29K | 0.29% | 78 |
|
|
2021
Q1 | $1.84M | Hold |
33,970
| – | – | 0.32% | 78 |
|
|
2020
Q4 | $1.56M | Buy |
33,970
+10,000
| +42% | +$421K | 0.24% | 77 |
|
|
2020
Q3 | $888K | Hold |
23,970
| – | – | 0.17% | 101 |
|
|
2020
Q2 | $852K | Buy |
23,970
+15,350
| +178% | +$510K | 0.17% | 98 |
|
|
2020
Q1 | $248K | Sell |
8,620
-6,125
| -42% | -$228K | 0.06% | 160 |
|
|
2019
Q4 | $607K | Sell |
14,745
-250
| -2% | -$9.91K | 0.13% | 125 |
|
|
2019
Q3 | $579K | Sell |
14,995
-625
| -4% | -$24K | 0.12% | 130 |
|
|
2019
Q2 | $607K | Buy |
15,620
+405
| +3% | +$15.5K | 0.13% | 124 |
|
|
2019
Q1 | $576K | Hold |
15,215
| – | – | 0.15% | 127 |
|
|
2018
Q4 | $505K | Sell |
15,215
-125
| -0.8% | -$4.56K | 0.15% | 131 |
|
|
2018
Q3 | $618K | Sell |
15,340
-3,225
| -17% | -$130K | 0.15% | 127 |
|
|
2018
Q2 | $723K | Buy |
18,565
+2,300
| +14% | +$88.8K | 0.2% | 114 |
|
|
2018
Q1 | $610K | Sell |
16,265
-4,000
| -20% | -$153K | 0.17% | 120 |
|
|
2017
Q4 | $769K | Hold |
20,265
| – | – | 0.2% | 111 |
|
|
2017
Q3 | $725K | Hold |
20,265
| – | – | 0.2% | 108 |
|
|
2017
Q2 | $705K | Hold |
20,265
| – | – | 0.2% | 108 |
|
|
2017
Q1 | $694K | Hold |
20,265
| – | – | 0.2% | 103 |
|
|
2016
Q4 | $670K | Buy |
20,265
+2,075
| +11% | +$65.8K | 0.21% | 96 |
|
|
2016
Q3 | $563K | Sell |
18,190
-12,130
| -40% | -$375K | 0.19% | 102 |
|
|
2016
Q2 | $906K | Sell |
30,320
-2,285
| -7% | -$67K | 0.32% | 70 |
|
|
2016
Q1 | $940K | Hold |
32,605
| – | – | 0.42% | 53 |
|
|
2015
Q4 | $909K | Buy |
32,605
+12,130
| +59% | +$347K | 0.4% | 53 |
|
|
2015
Q3 | $559K | Sell |
20,475
-4,560
| -18% | -$133K | 0.29% | 62 |
|
|
2015
Q2 | $751K | Buy |
25,035
+2,275
| +10% | +$69.4K | 0.41% | 51 |
|
|
2015
Q1 | $692K | Buy |
+22,760
| New | +$673K | 0.36% | 59 |
|
Other funds holding IJH
Ropes Wealth Advisors's IJH Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q3 2023, selling an estimated $129K and leaving 28,255 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #84.
Ropes Wealth Advisors first reported a position in IJH in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.84M in Q1 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.
- Ropes Wealth Advisors held 28,255 shares of iShares Core S&P Mid-Cap ETF worth $1.41M as of Q3 2023.
- Ropes Wealth Advisors sold 2,455 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $129K.
- iShares Core S&P Mid-Cap ETF made up 0.27% of Ropes Wealth Advisors's portfolio in Q3 2023, its #84 holding.
- Ropes Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.84M in Q1 2021.
- 2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.