Clearview Wealth Advisors’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
Q4 | – | Sell |
-18,410
| Closed | -$918K | – | 120 |
|
|
2023
Q3 | $918K | Buy |
18,410
+17,310
| +1,574% | +$863K | 1.14% | 22 |
|
|
2023
Q2 | $57.4K | Buy |
1,100
+5
| +0.5% | +$261 | 0.06% | 187 |
|
|
2023
Q1 | $54.9K | Hold |
1,095
| – | – | 0.06% | 192 |
|
|
2022
Q4 | $53.1K | Hold |
1,095
| – | – | 0.04% | 165 |
|
|
2022
Q3 | $48K | Hold |
1,095
| – | – | 0.04% | 170 |
|
|
2022
Q2 | $50K | Sell |
1,095
-460
| -30% | -$21K | 0.04% | 187 |
|
|
2022
Q1 | $84K | Hold |
1,555
| – | – | 0.06% | 149 |
|
|
2021
Q4 | $88K | Hold |
1,555
| – | – | 0.05% | 166 |
|
|
2021
Q3 | $82K | Hold |
1,555
| – | – | 0.05% | 183 |
|
|
2021
Q2 | $84K | Hold |
1,555
| – | – | 0.05% | 184 |
|
|
2021
Q1 | $81K | Hold |
1,555
| – | – | 0.05% | 184 |
|
|
2020
Q4 | $72K | Buy |
+1,555
| New | +$72K | 0.05% | 168 |
|