Simply Money Advisors’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
2018
Q1
$19.8M Sell
528,595
-101,920
-16% -$3.9M 2.79% 14
2017
Q4
$23.9M Buy
630,515
+20,740
+3% +$767K 3.09% 12
2017
Q3
$21.8M Buy
609,775
+26,670
+5% +$929K 2.89% 12
2017
Q2
$20.3M Sell
583,105
-258,325
-31% -$8.92M 2.77% 13
2017
Q1
$28.8M Buy
841,430
+313,125
+59% +$10.7M 4.03% 9
2016
Q4
$17.5M Buy
+528,305
New +$16.8M 2.52% 13

Other funds holding IJH

Simply Money Advisors's IJH Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2018, selling an estimated $3.9M and leaving 528,595 shares worth $19.8M. The position accounts for 2.79% of the portfolio, ranked #14.

Simply Money Advisors first reported a position in IJH in Q4 2016 and has held it in 6 quarters since. The position peaked at $28.8M in Q1 2017. 1,122 funds tracked by Wall St. Rank hold IJH as of Q1 2018.

  • Simply Money Advisors held 528,595 shares of iShares Core S&P Mid-Cap ETF worth $19.8M as of Q1 2018.
  • Simply Money Advisors sold 101,920 iShares Core S&P Mid-Cap ETF shares in Q1 2018, an estimated $3.9M.
  • iShares Core S&P Mid-Cap ETF made up 2.79% of Simply Money Advisors's portfolio in Q1 2018, its #14 holding.
  • Simply Money Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 6 quarters since.
  • Simply Money Advisors's iShares Core S&P Mid-Cap ETF position peaked at $28.8M in Q1 2017.
  • 1,122 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.