Total Wealth Planning’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
2022
Q3
Sell
-5,405
Closed -$244K 86
2022
Q2
$244K Sell
5,405
-595
-10% -$29.4K 0.07% 74
2022
Q1
$322K Buy
+6,000
New +$319K 0.09% 68

Other funds holding IJH

Total Wealth Planning's IJH Position: Q3 2022 in Review

Total Wealth Planning sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 5,405 shares — an estimated $244K sold.

Total Wealth Planning first reported a position in IJH in Q1 2022 and held it in 2 quarters. The position peaked at $322K in Q1 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Total Wealth Planning reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Total Wealth Planning sold 5,405 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $244K.
  • Total Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Total Wealth Planning's iShares Core S&P Mid-Cap ETF position peaked at $322K in Q1 2022.
  • 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Total Wealth Planning's 13F filing for Q3 2022, filed 14 Nov 2022.