Shone Asset Management’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
2020
Q4
$1.49M Sell
33,010
-30
-0.1% -$1.26K 1.16% 20
2020
Q3
$1.32M Sell
33,040
-255
-0.8% -$9.53K 1.18% 19
2020
Q2
$1.24M Sell
33,295
-5,535
-14% -$184K 1.23% 19
2020
Q1
$1.26M Buy
+38,830
New +$1.44M 1.49% 19

Other funds holding IJH

Shone Asset Management's IJH Position: Q4 2020 in Review

Shone Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q4 2020, selling an estimated $1.26K and leaving 33,010 shares worth $1.49M. The position accounts for 1.16% of the portfolio, ranked #20.

Shone Asset Management first reported a position in IJH in Q1 2020 and has held it in 4 quarters since. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

  • Shone Asset Management held 33,010 shares of iShares Core S&P Mid-Cap ETF worth $1.49M as of Q4 2020.
  • Shone Asset Management sold 30 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $1.26K.
  • iShares Core S&P Mid-Cap ETF made up 1.16% of Shone Asset Management's portfolio in Q4 2020, its #20 holding.
  • Shone Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.