Connectus 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
Q1 | $1.81M | Sell |
29,871
-403,409
| -93% | -$24.5M | 0.05% | 195 |
|
2023
Q4 | $24.1M | Sell |
433,280
-29,925
| -6% | -$1.67M | 0.49% | 48 |
|
2023
Q3 | $23.2M | Sell |
463,205
-59,055
| -11% | -$2.96M | 0.52% | 47 |
|
2023
Q2 | $27.4M | Sell |
522,260
-222,520
| -30% | -$11.7M | 0.63% | 39 |
|
2023
Q1 | $37.4M | Sell |
744,780
-60,720
| -8% | -$3.05M | 0.92% | 25 |
|
2022
Q4 | $39.1M | Sell |
805,500
-31,705
| -4% | -$1.54M | 0.92% | 26 |
|
2022
Q3 | $36.8M | Sell |
837,205
-69,860
| -8% | -$3.07M | 0.77% | 25 |
|
2022
Q2 | $41.1M | Sell |
907,065
-355,245
| -28% | -$16.1M | 0.94% | 19 |
|
2022
Q1 | $71.6M | Buy |
+1,262,310
| New | +$71.6M | 2.27% | 7 |
|