CIC Wealth’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
Q3 | $2.3M | Buy |
36,863
+19
| +0.1% | +$1.18K | 0.59% | 41 |
|
2024
Q2 | $2.16M | Buy |
36,844
+95
| +0.3% | +$5.56K | 0.59% | 43 |
|
2024
Q1 | $2.23M | Buy |
36,749
+84
| +0.2% | +$5.1K | 0.65% | 39 |
|
2023
Q4 | $2.03M | Buy |
36,665
+175
| +0.5% | +$9.7K | 0.64% | 39 |
|
2023
Q3 | $1.82M | Sell |
36,490
-65
| -0.2% | -$3.24K | 0.65% | 39 |
|
2023
Q2 | $1.91M | Buy |
36,555
+95
| +0.3% | +$4.97K | 0.66% | 39 |
|
2023
Q1 | $1.82M | Buy |
36,460
+310
| +0.9% | +$15.5K | 0.69% | 36 |
|
2022
Q4 | $1.75M | Buy |
+36,150
| New | +$1.75M | 0.72% | 35 |
|