WESPAC Advisors SoCal’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
Q2
Sell
-750
Closed -$28K 180
2019
Q1
$28K Buy
+750
New +$27.7K 0.02% 143
2018
Q4
Hold
0
162
2018
Q3
Hold
0
153
2018
Q2
Sell
-850
Closed -$31K 164
2018
Q1
$31K Buy
+850
New +$32.5K 0.02% 131

Other funds holding IJH

WESPAC Advisors SoCal's IJH Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2019, closing a stake of 750 shares — an estimated $28K sold.

WESPAC Advisors SoCal first reported a position in IJH in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 750 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $28K.
  • WESPAC Advisors SoCal first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's iShares Core S&P Mid-Cap ETF position peaked at $31K in Q1 2018.
  • 1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.