Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.06M | Sell |
21,170
-166,415
| -89% | -$8.3M | 3.69% | 3 |
|
|
2023
Q2 | $9.81M | Buy |
+187,585
| New | +$9.81M | 13.69% | 4 |
|
|
2015
Q3 | – | Sell |
-216,310
| Closed | -$6.49M | – | 19 |
|
|
2015
Q2 | $6.49M | Buy |
216,310
+3,130
| +1% | +$93.9K | 7.38% | 7 |
|
|
2015
Q1 | $6.48M | Buy |
213,180
+8,235
| +4% | +$250K | 6.89% | 8 |
|
|
2014
Q4 | $5.94M | Sell |
204,945
-9,630
| -4% | -$279K | 7.18% | 7 |
|
|
2014
Q3 | $5.87M | Sell |
214,575
-855
| -0.4% | -$23.4K | 7.41% | 6 |
|
|
2014
Q2 | $6.17M | Buy |
215,430
+830
| +0.4% | +$23.8K | 6.85% | 7 |
|
|
2014
Q1 | $5.9M | Sell |
214,600
-13,885
| -6% | -$382K | 7.24% | 6 |
|
|
2013
Q4 | $6.12M | Buy |
228,485
+4,475
| +2% | +$120K | 8.06% | 7 |
|
|
2013
Q3 | $5.56M | Sell |
224,010
-1,525
| -0.7% | -$37.9K | 7.62% | 8 |
|
|
2013
Q2 | $5.21M | Buy |
+225,535
| New | +$5.21M | 10.05% | 5 |
|