Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4M | Buy |
74,375
+1,650
| +2% | +$88.7K | 1.05% | 16 |
|
|
2021
Q1 | $3.78M | Buy |
72,725
+3,345
| +5% | +$174K | 1.1% | 15 |
|
|
2020
Q4 | $3.2M | Sell |
69,380
-1,160
| -2% | -$53.4K | 0.98% | 16 |
|
|
2020
Q3 | $2.62M | Buy |
70,540
+1,960
| +3% | +$72.8K | 0.93% | 14 |
|
|
2020
Q2 | $2.44M | Buy |
68,580
+11,010
| +19% | +$391K | 0.92% | 12 |
|
|
2020
Q1 | $1.66M | Buy |
+57,570
| New | +$1.66M | 0.69% | 14 |
|
|
2018
Q4 | – | Sell |
-84,635
| Closed | -$3.39M | – | 86 |
|
|
2018
Q3 | $3.39M | Buy |
+84,635
| New | +$3.39M | 2.22% | 8 |
|