SG Select’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
2014
Q1
$409K Buy
14,880
+1,745
+13% +$47K 6.68% 7
2013
Q4
$352K Sell
13,135
-70
-0.5% -$1.81K 8.81% 6
2013
Q3
$328K Sell
13,205
-465
-3% -$11.3K 7.93% 8
2013
Q2
$316K Buy
+13,670
New +$317K 11.52% 5

Other funds holding IJH

SG Select's IJH Position: Q1 2014 in Review

SG Select increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2014, buying an estimated $47K and bringing the position to 14,880 shares worth $409K. The position accounts for 6.68% of the portfolio, ranked #7.

SG Select first reported a position in IJH in Q2 2013 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold IJH as of Q1 2014.

  • SG Select held 14,880 shares of iShares Core S&P Mid-Cap ETF worth $409K as of Q1 2014.
  • SG Select bought 1,745 iShares Core S&P Mid-Cap ETF shares in Q1 2014, an estimated $47K.
  • iShares Core S&P Mid-Cap ETF made up 6.68% of SG Select's portfolio in Q1 2014, its #7 holding.
  • SG Select first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2014.

Based on SG Select's 13F filing for Q1 2014, filed 21 May 2014.