Willow Street Advisors’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
2013
Q4
$511K Hold
19,080
0.29% 95
2013
Q3
$474K Buy
19,080
+1,970
+12% +$48.1K 0.29% 96
2013
Q2
$421K Buy
+17,110
New +$397K 0.27% 102

Other funds holding IJH

Willow Street Advisors's IJH Position: Q4 2013 in Review

Willow Street Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2013 at 19,080 shares worth $511K. The position accounts for 0.29% of the portfolio, ranked #95.

Willow Street Advisors first reported a position in IJH in Q2 2013 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold IJH as of Q4 2013.

  • Willow Street Advisors held 19,080 shares of iShares Core S&P Mid-Cap ETF worth $511K as of Q4 2013.
  • Willow Street Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2013.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of Willow Street Advisors's portfolio in Q4 2013, its #95 holding.
  • Willow Street Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.