Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.08M | Sell |
33,297
-31
| -0.1% | -$1.93K | 0.19% | 21 |
|
|
2024
Q3 | $2.08M | Buy |
+33,328
| New | +$2.08M | 0.19% | 23 |
|
|
2024
Q2 | – | Sell |
-32,260
| Closed | -$1.96M | – | 61 |
|
|
2024
Q1 | $1.96M | Sell |
32,260
-735
| -2% | -$44.6K | 0.19% | 22 |
|
|
2023
Q4 | $1.83M | Sell |
32,995
-380
| -1% | -$21.1K | 0.22% | 23 |
|
|
2023
Q3 | $1.66M | Buy |
33,375
+190
| +0.6% | +$9.47K | 0.2% | 23 |
|
|
2023
Q2 | $1.74M | Buy |
33,185
+275
| +0.8% | +$14.4K | 0.22% | 21 |
|
|
2023
Q1 | $1.65M | Sell |
32,910
-685
| -2% | -$34.3K | 0.21% | 25 |
|
|
2022
Q4 | $1.63M | Buy |
33,595
+1,290
| +4% | +$62.4K | 0.23% | 22 |
|
|
2022
Q3 | $1.42M | Buy |
32,305
+1,420
| +5% | +$62.3K | 0.2% | 24 |
|
|
2022
Q2 | $1.4M | Sell |
30,885
-185
| -0.6% | -$8.37K | 0.2% | 18 |
|
|
2022
Q1 | $1.67M | Buy |
31,070
+350
| +1% | +$18.8K | 0.2% | 17 |
|
|
2021
Q4 | $1.74M | Sell |
30,720
-915
| -3% | -$51.8K | 0.2% | 17 |
|
|
2021
Q3 | $1.66M | Buy |
31,635
+1,430
| +5% | +$75.2K | 0.22% | 16 |
|
|
2021
Q2 | $1.62M | Sell |
30,205
-5,895
| -16% | -$317K | 0.22% | 16 |
|
|
2021
Q1 | $1.88M | Buy |
36,100
+600
| +2% | +$31.2K | 0.26% | 17 |
|
|
2020
Q4 | $1.63M | Sell |
35,500
-110
| -0.3% | -$5.06K | 0.24% | 17 |
|
|
2020
Q3 | $1.32M | Sell |
35,610
-40
| -0.1% | -$1.48K | 0.22% | 19 |
|
|
2020
Q2 | $1.27M | Sell |
35,650
-640
| -2% | -$22.8K | 0.22% | 19 |
|
|
2020
Q1 | $1.04M | Sell |
36,290
-16,060
| -31% | -$462K | 0.23% | 18 |
|
|
2019
Q4 | $2.16M | Buy |
52,350
+475
| +0.9% | +$19.6K | 0.43% | 15 |
|
|
2019
Q3 | $2.01M | Buy |
51,875
+575
| +1% | +$22.2K | 0.45% | 15 |
|
|
2019
Q2 | $1.99M | Buy |
51,300
+2,600
| +5% | +$101K | 0.48% | 15 |
|
|
2019
Q1 | $1.85M | Sell |
48,700
-7,020
| -13% | -$266K | 0.49% | 16 |
|
|
2018
Q4 | $1.85M | Buy |
+55,720
| New | +$1.85M | 0.57% | 16 |
|