Advisory Resource Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-88,540
| Closed | -$4.07M | – | 118 |
|
|
2020
Q4 | $4.07M | Buy |
88,540
+1,095
| +1% | +$50.3K | 2.02% | 12 |
|
|
2020
Q3 | $3.24M | Buy |
87,445
+6,220
| +8% | +$231K | 1.9% | 10 |
|
|
2020
Q2 | $2.89M | Buy |
81,225
+21,475
| +36% | +$764K | 1.78% | 11 |
|
|
2020
Q1 | $1.72M | Sell |
59,750
-6,480
| -10% | -$186K | 1.31% | 13 |
|
|
2019
Q4 | $2.73M | Sell |
66,230
-152,680
| -70% | -$6.28M | 1.54% | 10 |
|
|
2019
Q3 | $8.46M | Sell |
218,910
-15,770
| -7% | -$609K | 4.54% | 6 |
|
|
2019
Q2 | $9.12M | Buy |
234,680
+8,755
| +4% | +$340K | 5% | 5 |
|
|
2019
Q1 | $8.54M | Buy |
225,925
+3,015
| +1% | +$114K | 4.76% | 6 |
|
|
2018
Q4 | $7.4M | Buy |
+222,910
| New | +$7.4M | 4.54% | 6 |
|