Accel Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-445
| Closed | -$22.3K | – | 505 |
|
|
2023
Q1 | $22.3K | Hold |
445
| – | – | 0.01% | 676 |
|
|
2022
Q4 | $21.5K | Hold |
445
| – | – | 0.01% | 531 |
|
|
2022
Q3 | $21K | Hold |
445
| – | – | 0.01% | 543 |
|
|
2022
Q2 | $20K | Hold |
445
| – | – | 0.01% | 544 |
|
|
2022
Q1 | $24K | Sell |
445
-810
| -65% | -$43.7K | 0.01% | 511 |
|
|
2021
Q4 | $71K | Hold |
1,255
| – | – | 0.03% | 317 |
|
|
2021
Q3 | $66K | Hold |
1,255
| – | – | 0.04% | 282 |
|
|
2021
Q2 | $67K | Hold |
1,255
| – | – | 0.04% | 290 |
|
|
2021
Q1 | $65K | Sell |
1,255
-80
| -6% | -$4.14K | 0.05% | 275 |
|
|
2020
Q4 | $61K | Buy |
+1,335
| New | +$61K | 0.06% | 264 |
|