Watermark Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Watermark Asset Management's IJH Position: Q4 2018 in Review
Watermark Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.82% in Q4 2018, selling an estimated $113K and leaving 375,690 shares worth $12.5M. The position accounts for 5.79% of the portfolio, ranked #4.
Watermark Asset Management first reported a position in IJH in Q1 2017 and has held it in 8 quarters since. The position peaked at $15.3M in Q3 2018. 1,265 funds tracked by Wall St. Rank hold IJH as of Q4 2018.
- Watermark Asset Management held 375,690 shares of iShares Core S&P Mid-Cap ETF worth $12.5M as of Q4 2018.
- Watermark Asset Management sold 3,110 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $113K.
- iShares Core S&P Mid-Cap ETF made up 5.79% of Watermark Asset Management's portfolio in Q4 2018, its #4 holding.
- Watermark Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 8 quarters since.
- Watermark Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $15.3M in Q3 2018.
- 1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2018.
Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.