Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $67.6M | Sell |
1,493,190
-40,955
| -3% | -$1.85M | 4.86% | 3 |
|
|
2022
Q1 | $82.3M | Buy |
1,534,145
+23,940
| +2% | +$1.28M | 5.31% | 3 |
|
|
2021
Q4 | $85.5M | Buy |
1,510,205
+50,860
| +3% | +$2.88M | 5.51% | 3 |
|
|
2021
Q3 | $76.8M | Buy |
1,459,345
+92,795
| +7% | +$4.88M | 5.48% | 3 |
|
|
2021
Q2 | $73.4M | Buy |
1,366,550
+82,310
| +6% | +$4.42M | 5.38% | 3 |
|
|
2021
Q1 | $66.9M | Buy |
1,284,240
+45,730
| +4% | +$2.38M | 5.36% | 3 |
|
|
2020
Q4 | $56.9M | Buy |
1,238,510
+57,555
| +5% | +$2.65M | 5.03% | 3 |
|
|
2020
Q3 | $43.8M | Buy |
1,180,955
+37,025
| +3% | +$1.37M | 4.55% | 4 |
|
|
2020
Q2 | $40.7M | Buy |
1,143,930
+37,610
| +3% | +$1.34M | 4.57% | 4 |
|
|
2020
Q1 | $31.8M | Sell |
1,106,320
-7,420
| -0.7% | -$213K | 4.36% | 4 |
|
|
2019
Q4 | $45.8M | Buy |
1,113,740
+90,985
| +9% | +$3.75M | 5.49% | 3 |
|
|
2019
Q3 | $39.5M | Buy |
1,022,755
+102,145
| +11% | +$3.95M | 5.32% | 3 |
|
|
2019
Q2 | $35.8M | Buy |
920,610
+117,155
| +15% | +$4.55M | 5.19% | 4 |
|
|
2019
Q1 | $30.4M | Buy |
803,455
+141,260
| +21% | +$5.35M | 4.86% | 4 |
|
|
2018
Q4 | $22M | Sell |
662,195
-74,625
| -10% | -$2.48M | 4.2% | 4 |
|
|
2018
Q3 | $29.7M | Buy |
736,820
+231,765
| +46% | +$9.33M | 5.69% | 3 |
|
|
2018
Q2 | $19.7M | Buy |
505,055
+116,925
| +30% | +$4.55M | 5.25% | 3 |
|
|
2018
Q1 | $14.6M | Buy |
388,130
+61,675
| +19% | +$2.31M | 5.73% | 3 |
|
|
2017
Q4 | $12.4M | Buy |
+326,455
| New | +$12.4M | 5.67% | 3 |
|