Stone Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Stone Asset Management's IJH Position: Q1 2023 in Review
Stone Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 77% in Q1 2023, selling an estimated $3.34M and leaving 19,585 shares worth $980K. The position accounts for 1.57% of the portfolio, ranked #16.
Stone Asset Management first reported a position in IJH in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.12M in Q4 2022. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.
- Stone Asset Management held 19,585 shares of iShares Core S&P Mid-Cap ETF worth $980K as of Q1 2023.
- Stone Asset Management sold 65,620 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $3.34M.
- iShares Core S&P Mid-Cap ETF made up 1.57% of Stone Asset Management's portfolio in Q1 2023, its #16 holding.
- Stone Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 6 quarters since.
- Stone Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $4.12M in Q4 2022.
- 1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.
Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.