Tiedemann Trust’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
2016
Q2
$31M Sell
1,038,380
-821,255
-44% -$24.1M 5.73% 5
2016
Q1
$53.6M Buy
+1,859,635
New +$49.7M 8.24% 2

Other funds holding IJH

Tiedemann Trust's IJH Position: Q2 2016 in Review

Tiedemann Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 44% in Q2 2016, selling an estimated $24.1M and leaving 1,038,380 shares worth $31M. The position accounts for 5.73% of the portfolio, ranked #5.

Tiedemann Trust first reported a position in IJH in Q1 2016 and has held it in 2 quarters since. The position peaked at $53.6M in Q1 2016. 722 funds tracked by Wall St. Rank hold IJH as of Q2 2016.

  • Tiedemann Trust held 1,038,380 shares of iShares Core S&P Mid-Cap ETF worth $31M as of Q2 2016.
  • Tiedemann Trust sold 821,255 iShares Core S&P Mid-Cap ETF shares in Q2 2016, an estimated $24.1M.
  • iShares Core S&P Mid-Cap ETF made up 5.73% of Tiedemann Trust's portfolio in Q2 2016, its #5 holding.
  • Tiedemann Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 2 quarters since.
  • Tiedemann Trust's iShares Core S&P Mid-Cap ETF position peaked at $53.6M in Q1 2016.
  • 722 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.