Freedman Financial Associates’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
Q2 | – | Sell |
-7,040
| Closed | -$380K | – | 202 |
|
|
2022
Q1 | $380K | Buy |
7,040
+50
| +0.7% | +$2.7K | 0.26% | 46 |
|
|
2021
Q4 | $396K | Hold |
6,990
| – | – | 0.27% | 43 |
|
|
2021
Q3 | $368K | Hold |
6,990
| – | – | 0.27% | 42 |
|
|
2021
Q2 | $376K | Buy |
6,990
+160
| +2% | +$8.61K | 0.28% | 39 |
|
|
2021
Q1 | $356K | Buy |
6,830
+5
| +0.1% | +$261 | 0.29% | 38 |
|
|
2020
Q4 | $314K | Buy |
+6,825
| New | +$314K | 0.28% | 41 |
|