WC Walker & Associates’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
Q4
$3.27M Buy
62,890
+27,360
+77% +$1.32M 1.73% 15
2022
Q3
$1.69M Buy
35,530
+23,110
+186% +$1.12M 0.96% 31
2022
Q2
$571K Buy
12,420
+8,240
+197% +$407K 0.34% 41
2022
Q1
$220K Buy
+4,180
New +$223K 0.11% 71

Other funds holding IJH

WC Walker & Associates's IJH Position: Q4 2022 in Review

WC Walker & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 77% in Q4 2022, buying an estimated $1.32M and bringing the position to 62,890 shares worth $3.27M. The position accounts for 1.73% of the portfolio, ranked #15.

WC Walker & Associates first reported a position in IJH in Q1 2022 and has held it in 4 quarters since. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

  • WC Walker & Associates held 62,890 shares of iShares Core S&P Mid-Cap ETF worth $3.27M as of Q4 2022.
  • WC Walker & Associates bought 27,360 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $1.32M.
  • iShares Core S&P Mid-Cap ETF made up 1.73% of WC Walker & Associates's portfolio in Q4 2022, its #15 holding.
  • WC Walker & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 4 quarters since.
  • 1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.