AJ Wealth Strategies’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 | $3.24M | Buy |
62,030
+95
| +0.2% | +$4.97K | 0.16% | 70 |
|
|
2023
Q1 | $3.1M | Buy |
61,935
+20,100
| +48% | +$1.01M | 0.16% | 67 |
|
|
2022
Q4 | $2.02M | Buy |
41,835
+465
| +1% | +$22.5K | 0.11% | 87 |
|
|
2022
Q3 | $1.81M | Buy |
41,370
+190
| +0.5% | +$8.33K | 0.11% | 89 |
|
|
2022
Q2 | $1.86M | Buy |
41,180
+33,950
| +470% | +$1.54M | 0.1% | 92 |
|
|
2022
Q1 | $388K | Hold |
7,230
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $409K | Hold |
7,230
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $380K | Hold |
7,230
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $389K | Hold |
7,230
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $376K | Hold |
7,230
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $332K | Hold |
7,230
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $268K | Sell |
7,230
-10,525
| -59% | -$390K | 0.03% | 176 |
|
|
2020
Q2 | $631K | Hold |
17,755
| – | – | 0.07% | 114 |
|
|
2020
Q1 | $511K | Buy |
+17,755
| New | +$511K | 0.07% | 91 |
|