Antonetti Capital 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
Q3 | $25K | Hold |
500
| – | – | 0.04% | 139 |
|
|
2023
Q2 | $26.1K | Hold |
500
| – | – | 0.04% | 140 |
|
|
2023
Q1 | $25K | Sell |
500
-375
| -43% | -$18.8K | 0.04% | 154 |
|
|
2022
Q4 | $42.3K | Hold |
875
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $38K | Hold |
875
| – | – | 0.04% | 116 |
|
|
2022
Q2 | $40K | Hold |
875
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $47K | Hold |
875
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $50K | Hold |
875
| – | – | 0.04% | 160 |
|
|
2021
Q3 | $46K | Buy |
+875
| New | +$46K | 0.04% | 166 |
|
|
2014
Q3 | $1.13M | Sell |
41,230
-52,285
| -56% | -$1.43M | 1.98% | 19 |
|
|
2014
Q2 | $2.68M | Buy |
93,515
+2,010
| +2% | +$57.5K | 2.09% | 19 |
|
|
2014
Q1 | $2.52M | Buy |
91,505
+5,325
| +6% | +$146K | 2.2% | 17 |
|
|
2013
Q4 | $2.31M | Buy |
86,180
+32,610
| +61% | +$873K | 2.09% | 16 |
|
|
2013
Q3 | $1.33M | Buy |
53,570
+11,685
| +28% | +$290K | 1.35% | 21 |
|
|
2013
Q2 | $968K | Buy |
+41,885
| New | +$968K | 1.06% | 23 |
|