Elm Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $221K | Buy |
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