Whitney & Co’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
2018
Q4
Sell
-2,385
Closed -$91K 264
2018
Q3
$91K Buy
2,385
+935
+64% +$37.6K 0.02% 142
2018
Q2
$56K Buy
+1,450
New +$56K 0.02% 156

Other funds holding IJH

Whitney & Co's IJH Position: Q4 2018 in Review

Whitney & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2018, closing a stake of 2,385 shares — an estimated $91K sold.

Whitney & Co first reported a position in IJH in Q2 2018 and held it in 2 quarters. The position peaked at $91K in Q3 2018. 1,265 funds tracked by Wall St. Rank hold IJH as of Q4 2018.

  • Whitney & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 2,385 iShares Core S&P Mid-Cap ETF shares in Q4 2018, an estimated $91K.
  • Whitney & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's iShares Core S&P Mid-Cap ETF position peaked at $91K 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 Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.