B. Riley 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 | $1.03K | Buy |
22,815
+10,550
| +86% | +$477 | ﹤0.01% | 293 |
|
|
2022
Q1 | $658K | Buy |
12,265
+285
| +2% | +$15.3K | 0.05% | 281 |
|
|
2021
Q4 | $678K | Buy |
11,980
+420
| +4% | +$23.8K | 0.05% | 283 |
|
|
2021
Q3 | $608K | Buy |
11,560
+5,820
| +101% | +$306K | 0.05% | 294 |
|
|
2021
Q2 | $309K | Hold |
5,740
| – | – | 0.03% | 309 |
|
|
2021
Q1 | $299K | Hold |
5,740
| – | – | 0.03% | 302 |
|
|
2020
Q4 | $264K | Hold |
5,740
| – | – | 0.03% | 285 |
|
|
2020
Q3 | $213K | Sell |
5,740
-7,020
| -55% | -$260K | 0.03% | 353 |
|
|
2020
Q2 | $454K | Sell |
12,760
-24,140
| -65% | -$859K | 0.05% | 235 |
|
|
2020
Q1 | $1.06M | Buy |
36,900
+15,790
| +75% | +$454K | 0.11% | 167 |
|
|
2019
Q4 | $869K | Sell |
21,110
-500
| -2% | -$20.6K | 0.13% | 157 |
|
|
2019
Q3 | $835K | Sell |
21,610
-240
| -1% | -$9.27K | 0.15% | 151 |
|
|
2019
Q2 | $849 | Buy |
21,850
+10
| +0% | – | 0.13% | 150 |
|
|
2019
Q1 | $827K | Buy |
21,840
+1,750
| +9% | +$66.3K | 0.14% | 154 |
|
|
2018
Q4 | $667K | Buy |
20,090
+14,195
| +241% | +$471K | 0.14% | 157 |
|
|
2018
Q3 | $237K | Buy |
+5,895
| New | +$237K | 0.06% | 258 |
|
|
2015
Q3 | – | Sell |
-6,510
| Closed | -$195K | – | 437 |
|
|
2015
Q2 | $195K | Sell |
6,510
-335
| -5% | -$10K | 0.16% | 189 |
|
|
2015
Q1 | $208K | Buy |
6,845
+140
| +2% | +$4.25K | 0.16% | 196 |
|
|
2014
Q4 | $194K | Hold |
6,705
| – | – | 0.16% | 162 |
|
|
2014
Q3 | $183K | Sell |
6,705
-4,745
| -41% | -$130K | 0.14% | 207 |
|
|
2014
Q2 | $327K | Buy |
11,450
+2,420
| +27% | +$69.1K | 0.21% | 132 |
|
|
2014
Q1 | $248K | Buy |
+9,030
| New | +$248K | 0.18% | 148 |
|