Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.22M | Hold |
59,835
| – | – | 0.75% | 49 |
|
|
2021
Q2 | $3.22M | Sell |
59,835
-2,665
| -4% | -$144K | 0.71% | 50 |
|
|
2021
Q1 | $3.25M | Sell |
62,500
-5,025
| -7% | -$251K | 0.77% | 46 |
|
|
2020
Q4 | $3.1M | Buy |
67,525
+795
| +1% | +$33.5K | 0.77% | 44 |
|
|
2020
Q3 | $2.47M | Buy |
66,730
+800
| +1% | +$29.9K | 0.7% | 47 |
|
|
2020
Q2 | $2.34M | Sell |
65,930
-50
| -0.1% | -$1.66K | 0.7% | 47 |
|
|
2020
Q1 | $1.9M | Buy |
65,980
+4,370
| +7% | +$162K | 0.69% | 53 |
|
|
2019
Q4 | $2.54M | Buy |
61,610
+225
| +0.4% | +$8.92K | 0.74% | 47 |
|
|
2019
Q3 | $2.37M | Sell |
61,385
-505
| -0.8% | -$19.4K | 0.74% | 46 |
|
|
2019
Q2 | $2.4M | Sell |
61,890
-190
| -0.3% | -$7.28K | 0.75% | 46 |
|
|
2019
Q1 | $2.35M | Buy |
62,080
+2,500
| +4% | +$92.3K | 0.75% | 46 |
|
|
2018
Q4 | $1.98M | Sell |
59,580
-210
| -0.4% | -$7.66K | 0.73% | 48 |
|
|
2018
Q3 | $2.41M | Sell |
59,790
-635
| -1% | -$25.5K | 0.75% | 46 |
|
|
2018
Q2 | $2.35M | Sell |
60,425
-1,305
| -2% | -$50.4K | 0.78% | 44 |
|
|
2018
Q1 | $2.32M | Sell |
61,730
-185
| -0.3% | -$7.08K | 0.77% | 43 |
|
|
2017
Q4 | $2.35M | Sell |
61,915
-1,905
| -3% | -$70.4K | 0.76% | 45 |
|
|
2017
Q3 | $2.28M | Sell |
63,820
-1,840
| -3% | -$64.1K | 0.75% | 44 |
|
|
2017
Q2 | $2.28M | Sell |
65,660
-800
| -1% | -$27.6K | 0.77% | 42 |
|
|
2017
Q1 | $2.28M | Sell |
66,460
-385
| -0.6% | -$13.1K | 0.77% | 40 |
|
|
2016
Q4 | $2.21M | Buy |
66,845
+1,320
| +2% | +$41.9K | 0.79% | 37 |
|
|
2016
Q3 | $2.03M | Buy |
65,525
+425
| +0.7% | +$13.1K | 0.74% | 40 |
|
|
2016
Q2 | $1.95M | Sell |
65,100
-795
| -1% | -$23.3K | 0.72% | 41 |
|
|
2016
Q1 | $1.9M | Sell |
65,895
-525
| -0.8% | -$14K | 0.71% | 40 |
|
|
2015
Q4 | $1.85M | Buy |
66,420
+490
| +0.7% | +$14K | 0.73% | 43 |
|
|
2015
Q3 | $1.8M | Buy |
65,930
+2,860
| +5% | +$83.2K | 0.7% | 45 |
|
|
2015
Q2 | $1.89M | Buy |
63,070
+4,205
| +7% | +$128K | 0.68% | 45 |
|
|
2015
Q1 | $1.79M | Buy |
58,865
+1,875
| +3% | +$55.5K | 0.64% | 47 |
|
|
2014
Q4 | $1.65M | Buy |
56,990
+27,680
| +94% | +$778K | 0.6% | 50 |
|
|
2014
Q3 | $802K | Buy |
29,310
+8,665
| +42% | +$244K | 0.33% | 76 |
|
|
2014
Q2 | $591K | Sell |
20,645
-150
| -0.7% | -$4.12K | 0.23% | 92 |
|
|
2014
Q1 | $571K | Buy |
20,795
+5,650
| +37% | +$152K | 0.23% | 95 |
|
|
2013
Q4 | $406K | Sell |
15,145
-1,725
| -10% | -$44.5K | 0.17% | 116 |
|
|
2013
Q3 | $419K | Buy |
16,870
+8,420
| +100% | +$205K | 0.19% | 109 |
|
|
2013
Q2 | $195K | Buy |
+8,450
| New | +$196K | 0.09% | 154 |
|
Other funds holding IJH
Security National Trust's IJH Position: Q3 2021 in Review
Security National Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2021 at 59,835 shares worth $3.22M. The position accounts for 0.75% of the portfolio, ranked #49.
Security National Trust first reported a position in IJH in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.25M in Q1 2021. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.
- Security National Trust held 59,835 shares of iShares Core S&P Mid-Cap ETF worth $3.22M as of Q3 2021.
- Security National Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2021.
- iShares Core S&P Mid-Cap ETF made up 0.75% of Security National Trust's portfolio in Q3 2021, its #49 holding.
- Security National Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's iShares Core S&P Mid-Cap ETF position peaked at $3.25M in Q1 2021.
- 1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.