Sanford 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
2022
Q4
$33M Sell
681,430
-35,035
-5% -$1.69M 7.85% 3
2022
Q3
$31.4M Sell
716,465
-19,160
-3% -$926K 8.97% 2
2022
Q2
$33.3M Sell
735,625
-7,185
-1% -$355K 9.41% 4
2022
Q1
$39.9M Hold
742,810
10.86% 3
2021
Q4
$42.1M Buy
742,810
+28,390
+4% +$1.58M 9.48% 4
2021
Q3
$37.6M Buy
714,420
+85,150
+14% +$4.58M 9.43% 4
2021
Q2
$33.8M Buy
629,270
+13,020
+2% +$703K 8.71% 4
2021
Q1
$32.1M Buy
616,250
+387,705
+170% +$19.4M 8.94% 4
2020
Q4
$10.5M Buy
+228,545
New +$9.63M 3.36% 6

Other funds holding IJH

Sanford Advisory Services's IJH Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q4 2022, selling an estimated $1.69M and leaving 681,430 shares worth $33M. The position accounts for 7.85% of the portfolio, ranked #3.

Sanford Advisory Services first reported a position in IJH in Q4 2020 and has held it in 9 quarters since. The position peaked at $42.1M in Q4 2021. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • Sanford Advisory Services held 681,430 shares of iShares Core S&P Mid-Cap ETF worth $33M as of Q4 2022.
  • Sanford Advisory Services sold 35,035 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $1.69M.
  • iShares Core S&P Mid-Cap ETF made up 7.85% of Sanford Advisory Services's portfolio in Q4 2022, its #3 holding.
  • Sanford Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 9 quarters since.
  • Sanford Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $42.1M 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 Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.