Wechter Feldman Wealth 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
2017
Q2
Sell
-313,480
Closed -$10.7M 29
2017
Q1
$10.7M Buy
313,480
+11,015
+4% +$375K 7.37% 5
2016
Q4
$10M Buy
+302,465
New +$9.59M 6.55% 6

Other funds holding IJH

Wechter Feldman Wealth Management's IJH Position: Q2 2017 in Review

Wechter Feldman Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2017, closing a stake of 313,480 shares — an estimated $10.7M sold.

Wechter Feldman Wealth Management first reported a position in IJH in Q4 2016 and held it in 2 quarters. The position peaked at $10.7M in Q1 2017. 934 funds tracked by Wall St. Rank hold IJH as of Q2 2017.

  • Wechter Feldman Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 313,480 iShares Core S&P Mid-Cap ETF shares in Q2 2017, an estimated $10.7M.
  • Wechter Feldman Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $10.7M in Q1 2017.
  • 934 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2017.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.