Tiedemann Wealth Management Holdings’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
2017
Q2
$506K Sell
14,535
-49,980
-77% -$1.73M 18.85% 3
2017
Q1
$2.21M Sell
64,515
-67,295
-51% -$2.29M 8.91% 6
2016
Q4
$4.36M Sell
131,810
-35,135
-21% -$1.11M 9.7% 4
2016
Q3
$5.17M Buy
+166,945
New +$5.16M 12.8% 4

Other funds holding IJH

Tiedemann Wealth Management Holdings's IJH Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 77% in Q2 2017, selling an estimated $1.73M and leaving 14,535 shares worth $506K. The position accounts for 18.85% of the portfolio, ranked #3.

Tiedemann Wealth Management Holdings first reported a position in IJH in Q3 2016 and has held it in 4 quarters since. The position peaked at $5.17M in Q3 2016. 934 funds tracked by Wall St. Rank hold IJH as of Q2 2017.

  • Tiedemann Wealth Management Holdings held 14,535 shares of iShares Core S&P Mid-Cap ETF worth $506K as of Q2 2017.
  • Tiedemann Wealth Management Holdings sold 49,980 iShares Core S&P Mid-Cap ETF shares in Q2 2017, an estimated $1.73M.
  • iShares Core S&P Mid-Cap ETF made up 18.85% of Tiedemann Wealth Management Holdings's portfolio in Q2 2017, its #3 holding.
  • Tiedemann Wealth Management Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 4 quarters since.
  • Tiedemann Wealth Management Holdings's iShares Core S&P Mid-Cap ETF position peaked at $5.17M in Q3 2016.
  • 934 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.