Echo Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,710
| Closed | -$405K | – | 48 |
|
|
2022
Q2 | $405K | Hold |
8,710
| – | – | 0.54% | 29 |
|
|
2022
Q1 | $456K | Hold |
8,710
| – | – | 0.54% | 33 |
|
|
2021
Q4 | $483K | Sell |
8,710
-685
| -7% | -$38K | 0.55% | 34 |
|
|
2021
Q3 | $504K | Sell |
9,395
-220
| -2% | -$11.8K | 0.6% | 31 |
|
|
2021
Q2 | $508K | Sell |
9,615
-1,645
| -15% | -$86.9K | 0.65% | 30 |
|
|
2021
Q1 | $586K | Sell |
11,260
-1,795
| -14% | -$93.4K | 0.74% | 29 |
|
|
2020
Q4 | $600K | Buy |
+13,055
| New | +$600K | 0.78% | 26 |
|