SBK 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
$243K Buy
5,020
+15
+0.3% +$725 0.39% 59
2022
Q3
$219K Hold
5,005
0.34% 60
2022
Q2
$226K Sell
5,005
-1,465
-23% -$72.3K 0.3% 63
2022
Q1
$347K Buy
6,470
+10
+0.2% +$532 0.35% 55
2021
Q4
$366K Buy
+6,460
New +$360K 0.29% 58

Other funds holding IJH

SBK Financial's IJH Position: Q4 2022 in Review

SBK Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.3% in Q4 2022, buying an estimated $725 and bringing the position to 5,020 shares worth $243K. The position accounts for 0.39% of the portfolio, ranked #59.

SBK Financial first reported a position in IJH in Q4 2021 and has held it in 5 quarters since. The position peaked at $366K in Q4 2021. 1,927 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • SBK Financial held 5,020 shares of iShares Core S&P Mid-Cap ETF worth $243K as of Q4 2022.
  • SBK Financial bought 15 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $725.
  • iShares Core S&P Mid-Cap ETF made up 0.39% of SBK Financial's portfolio in Q4 2022, its #59 holding.
  • SBK Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares Core S&P Mid-Cap ETF position peaked at $366K in Q4 2021.
  • 1,927 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.