Berry 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $8.59M | Buy |
186,835
+12,340
| +7% | +$567K | 3.87% | 4 |
|
2020
Q3 | $6.47M | Buy |
174,495
+3,740
| +2% | +$139K | 3.47% | 5 |
|
2020
Q2 | $6.07M | Sell |
170,755
-35,035
| -17% | -$1.25M | 3.76% | 3 |
|
2020
Q1 | $5.92M | Sell |
205,790
-7,135
| -3% | -$205K | 4.46% | 3 |
|
2019
Q4 | $8.77M | Buy |
+212,925
| New | +$8.77M | 4.74% | 3 |
|