Sage Advisory Services’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
2018
Q3
Sell
-669,215
Closed -$26.1M 59
2018
Q2
$26.1M Buy
669,215
+255,460
+62% +$9.87M 2.57% 12
2018
Q1
$15.5M Buy
+413,755
New +$15.8M 1.56% 21

Other funds holding IJH

Sage Advisory Services's IJH Position: Q3 2018 in Review

Sage Advisory Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2018, closing a stake of 669,215 shares — an estimated $26.1M sold.

Sage Advisory Services first reported a position in IJH in Q1 2018 and held it in 2 quarters. The position peaked at $26.1M in Q2 2018. 1,172 funds tracked by Wall St. Rank hold IJH as of Q3 2018.

  • Sage Advisory Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Sage Advisory Services sold 669,215 iShares Core S&P Mid-Cap ETF shares in Q3 2018, an estimated $26.1M.
  • Sage Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 2 quarters.
  • Sage Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $26.1M in Q2 2018.
  • 1,172 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2018.

Based on Sage Advisory Services's 13F filing for Q3 2018, filed 25 Oct 2018.