Worth Asset 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
2022
Q3
Sell
-25
Closed -$1K 507
2022
Q2
$1K Sell
25
-445
-95% -$22K ﹤0.01% 495
2022
Q1
$22K Buy
+470
New +$25K 0.01% 295

Other funds holding IJH

Worth Asset Management's IJH Position: Q3 2022 in Review

Worth Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Worth Asset Management first reported a position in IJH in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

  • Worth Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 25 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $1K.
  • Worth Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Worth Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $22K in Q1 2022.
  • 1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.