Ten Capital Wealth 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
2023
Q2
$511K Buy
9,790
+9,000
+1,139% +$447K 0.15% 56
2023
Q1
$39.5K Hold
790
0.01% 245
2022
Q4
$38.2K Buy
790
+230
+41% +$11.1K 0.02% 187
2022
Q3
$25K Hold
560
0.01% 218
2022
Q2
$25K Buy
560
+20
+4% +$987 0.01% 184
2022
Q1
$29K Hold
540
0.01% 175
2021
Q4
$31K Hold
540
0.01% 178
2021
Q3
$28K Buy
540
+370
+218% +$19.9K 0.01% 176
2021
Q2
$9K Hold
170
﹤0.01% 323
2021
Q1
$8K Sell
170
-45
-21% -$2.25K ﹤0.01% 275
2020
Q4
$10K Buy
+215
New +$9.06K ﹤0.01% 261

Other funds holding IJH

Ten Capital Wealth Advisors's IJH Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1,139% in Q2 2023, buying an estimated $447K and bringing the position to 9,790 shares worth $511K. The position accounts for 0.15% of the portfolio, ranked #56.

Ten Capital Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 11 quarters since. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

  • Ten Capital Wealth Advisors held 9,790 shares of iShares Core S&P Mid-Cap ETF worth $511K as of Q2 2023.
  • Ten Capital Wealth Advisors bought 9,000 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $447K.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #56 holding.
  • Ten Capital Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 11 quarters since.
  • 1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.