Barber Financial 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
Q1 | $251K | Buy |
5,010
+30
| +0.6% | +$1.5K | 0.04% | 120 |
|
|
2022
Q4 | $241K | Sell |
4,980
-165
| -3% | -$7.98K | 0.07% | 115 |
|
|
2022
Q3 | $226K | Sell |
5,145
-15
| -0.3% | -$659 | 0.07% | 119 |
|
|
2022
Q2 | $234K | Buy |
+5,160
| New | +$234K | 0.04% | 125 |
|
|
2020
Q1 | – | Sell |
-5,420
| Closed | -$223K | – | 132 |
|
|
2019
Q4 | $223K | Buy |
5,420
+115
| +2% | +$4.73K | 0.05% | 136 |
|
|
2019
Q3 | $205K | Sell |
5,305
-570
| -10% | -$22K | 0.04% | 134 |
|
|
2019
Q2 | $228K | Sell |
5,875
-205
| -3% | -$7.96K | 0.05% | 126 |
|
|
2019
Q1 | $230K | Sell |
6,080
-255
| -4% | -$9.65K | 0.05% | 117 |
|
|
2018
Q4 | $210K | Sell |
6,335
-1,430
| -18% | -$47.4K | 0.05% | 120 |
|
|
2018
Q3 | $313K | Buy |
7,765
+310
| +4% | +$12.5K | 0.08% | 99 |
|
|
2018
Q2 | $290K | Sell |
7,455
-220
| -3% | -$8.56K | 0.08% | 92 |
|
|
2018
Q1 | $288K | Sell |
7,675
-90
| -1% | -$3.38K | 0.08% | 101 |
|
|
2017
Q4 | $295K | Buy |
+7,765
| New | +$295K | 0.08% | 91 |
|
|
2017
Q2 | – | Sell |
-420,490
| Closed | -$14.4M | – | 90 |
|
|
2017
Q1 | $14.4M | Buy |
+420,490
| New | +$14.4M | 4.93% | 5 |
|