DHK Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,750
| Closed | -$228K | – | 83 |
|
|
2024
Q1 | $228K | Hold |
3,750
| – | – | 0.16% | 72 |
|
|
2023
Q4 | $208K | Buy |
+3,750
| New | +$208K | 0.16% | 68 |
|
|
2022
Q3 | – | Sell |
-52,980
| Closed | -$2.4M | – | 37 |
|
|
2022
Q2 | $2.4M | Buy |
52,980
+55
| +0.1% | +$2.49K | 2.29% | 12 |
|
|
2022
Q1 | $2.84M | Buy |
52,925
+410
| +0.8% | +$22K | 2.4% | 11 |
|
|
2021
Q4 | $2.97M | Buy |
+52,515
| New | +$2.97M | 2.8% | 9 |
|