CDH
Charles D. Hyman’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $298K | Hold |
5,090
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $309K | Buy |
5,090
+4,072
| +400% | +$247K | 0.02% | 207 |
|
|
2023
Q4 | $282K | Hold |
1,018
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $254K | Hold |
1,018
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $266K | Buy |
1,018
+69
| +7% | +$18K | 0.02% | 213 |
|
|
2023
Q1 | $237K | Sell |
949
-100
| -10% | -$25K | 0.02% | 221 |
|
|
2022
Q4 | $254K | Hold |
1,049
| – | – | 0.02% | 207 |
|
|
2022
Q3 | $230K | Hold |
1,049
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $237K | Hold |
1,049
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $281K | Hold |
1,049
| – | – | 0.02% | 210 |
|
|
2021
Q4 | $297K | Hold |
1,049
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $276K | Hold |
1,049
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $282K | Hold |
1,049
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $273K | Buy |
1,049
+29
| +3% | +$7.55K | 0.02% | 208 |
|
|
2020
Q4 | $234K | Buy |
+1,020
| New | +$234K | 0.02% | 216 |
|
|
2016
Q3 | – | Sell |
-1,614
| Closed | -$241K | – | 140 |
|
|
2016
Q2 | $241K | Buy |
+1,614
| New | +$241K | 0.04% | 133 |
|