FAM
Formidable Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,325
| Closed | -$202K | – | 414 |
|
|
2024
Q1 | $202K | Buy |
+3,325
| New | +$202K | 0.03% | 331 |
|
|
2023
Q3 | – | Sell |
-852
| Closed | -$223K | – | 303 |
|
|
2023
Q2 | $223K | Buy |
+852
| New | +$223K | 0.05% | 247 |
|
|
2021
Q3 | – | Sell |
-1,114
| Closed | -$290K | – | 371 |
|
|
2021
Q2 | $290K | Buy |
+1,114
| New | +$290K | 0.06% | 238 |
|
|
2016
Q2 | – | Sell |
-121
| Closed | -$17K | – | 292 |
|
|
2016
Q1 | $17K | Hold |
121
| – | – | 0.01% | 287 |
|
|
2015
Q4 | $16K | Hold |
121
| – | – | 0.01% | 328 |
|
|
2015
Q3 | $16K | Hold |
121
| – | – | 0.01% | 344 |
|
|
2015
Q2 | $18K | Hold |
121
| – | – | 0.01% | 299 |
|
|
2015
Q1 | $18K | Sell |
121
-250
| -67% | -$37.2K | 0.01% | 291 |
|
|
2014
Q4 | $54K | Hold |
371
| – | – | 0.04% | 189 |
|
|
2014
Q3 | $53K | Hold |
371
| – | – | 0.04% | 187 |
|
|
2014
Q2 | $53K | Hold |
371
| – | – | 0.03% | 206 |
|
|
2014
Q1 | $50K | Buy |
371
+250
| +207% | +$33.7K | 0.03% | 191 |
|
|
2013
Q4 | $16K | Buy |
+121
| New | +$16K | 0.01% | 291 |
|