Wakefield Asset Management’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
2019
Q3
Sell
-1,170
Closed -$45K 177
2019
Q2
$45K Hold
1,170
0.02% 158
2019
Q1
$44K Buy
+1,170
New +$43.2K 0.02% 160

Other funds holding IJH

Wakefield Asset Management's IJH Position: Q3 2019 in Review

Wakefield Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2019, closing a stake of 1,170 shares — an estimated $45K sold.

Wakefield Asset Management first reported a position in IJH in Q1 2019 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 1,301 funds tracked by Wall St. Rank hold IJH as of Q3 2019.

  • Wakefield Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 1,170 iShares Core S&P Mid-Cap ETF shares in Q3 2019, an estimated $45K.
  • Wakefield Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 2 quarters.
  • Wakefield Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $45K in Q2 2019.
  • 1,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2019.

Based on Wakefield Asset Management's 13F filing for Q3 2019, filed 25 Oct 2019.