Aspire Private Capital’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
Q4 | – | Sell |
-3,700
| Closed | -$185K | – | 726 |
|
|
2023
Q3 | $185K | Buy |
+3,700
| New | +$185K | 0.06% | 133 |
|
|
2022
Q1 | – | Sell |
-225
| Closed | -$13K | – | 633 |
|
|
2021
Q4 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 318 |
|
|
2020
Q3 | – | Sell |
-55
| Closed | -$2K | – | 485 |
|
|
2020
Q2 | $2K | Sell |
55
-30
| -35% | -$1.09K | ﹤0.01% | 270 |
|
|
2020
Q1 | $2K | Sell |
85
-1,095
| -93% | -$25.8K | ﹤0.01% | 191 |
|
|
2019
Q4 | $49K | Buy |
1,180
+85
| +8% | +$3.53K | 0.02% | 199 |
|
|
2019
Q3 | $42K | Sell |
1,095
-340
| -24% | -$13K | 0.02% | 195 |
|
|
2019
Q2 | $56K | Buy |
1,435
+355
| +33% | +$13.9K | 0.03% | 193 |
|
|
2019
Q1 | $41K | Sell |
1,080
-1,420
| -57% | -$53.9K | 0.02% | 242 |
|
|
2018
Q4 | $83K | Buy |
+2,500
| New | +$83K | 0.05% | 166 |
|