Frontier Wealth Management’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
Q2 | $5.06M | Sell |
111,895
-3,600
| -3% | -$178K | 0.37% | 59 |
|
|
2022
Q1 | $5.99M | Sell |
115,495
-2,525
| -2% | -$134K | 0.07% | 49 |
|
|
2021
Q4 | $6.68M | Sell |
118,020
-510
| -0.4% | -$28.4K | 0.44% | 49 |
|
|
2021
Q3 | $6.24M | Sell |
118,530
-160
| -0.1% | -$8.61K | 0.43% | 49 |
|
|
2021
Q2 | $6.38M | Sell |
118,690
-1,770
| -1% | -$95.6K | 0.45% | 43 |
|
|
2021
Q1 | $6.27M | Sell |
120,460
-965
| -0.8% | -$48.2K | 0.48% | 42 |
|
|
2020
Q4 | $5.58M | Sell |
121,425
-19,295
| -14% | -$813K | 0.46% | 45 |
|
|
2020
Q3 | $5.21M | Sell |
140,720
-2,850
| -2% | -$107K | 0.48% | 39 |
|
|
2020
Q2 | $5.11M | Sell |
143,570
-7,375
| -5% | -$245K | 0.47% | 41 |
|
|
2020
Q1 | $4.34M | Buy |
150,945
+10,315
| +7% | +$384K | 0.71% | 43 |
|
|
2019
Q4 | $5.79M | Sell |
140,630
-6,385
| -4% | -$253K | 0.93% | 22 |
|
|
2019
Q3 | $5.68M | Buy |
147,015
+3,690
| +3% | +$142K | 0.84% | 29 |
|
|
2019
Q2 | $5.57M | Buy |
143,325
+9,795
| +7% | +$375K | 0.82% | 28 |
|
|
2019
Q1 | $5.06M | Sell |
133,530
-5,840
| -4% | -$216K | 0.69% | 31 |
|
|
2018
Q4 | $4.63M | Buy |
139,370
+6,200
| +5% | +$226K | 0.7% | 31 |
|
|
2018
Q3 | $5.36M | Buy |
133,170
+285
| +0.2% | +$11.5K | 0.51% | 23 |
|
|
2018
Q2 | $5.18M | Buy |
132,885
+5,015
| +4% | +$194K | 0.74% | 26 |
|
|
2018
Q1 | $4.8M | Buy |
127,870
+10,605
| +9% | +$406K | 0.67% | 32 |
|
|
2017
Q4 | $4.45M | Sell |
117,265
-16,145
| -12% | -$597K | 0.71% | 28 |
|
|
2017
Q3 | $4.77M | Buy |
133,410
+315
| +0.2% | +$11K | 0.69% | 34 |
|
|
2017
Q2 | $4.63M | Buy |
133,095
+2,055
| +2% | +$70.9K | 0.71% | 35 |
|
|
2017
Q1 | $4.49M | Buy |
131,040
+13,490
| +11% | +$459K | 0.69% | 38 |
|
|
2016
Q4 | $3.89M | Buy |
117,550
+18,905
| +19% | +$599K | 0.64% | 41 |
|
|
2016
Q3 | $3.05M | Sell |
98,645
-1,880
| -2% | -$58.1K | 0.46% | 53 |
|
|
2016
Q2 | $3M | Sell |
100,525
-4,650
| -4% | -$136K | 0.48% | 51 |
|
|
2016
Q1 | $3.03M | Buy |
105,175
+1,820
| +2% | +$48.6K | 0.25% | 53 |
|
|
2015
Q4 | $2.88M | Sell |
103,355
-3,240
| -3% | -$92.6K | 0.46% | 54 |
|
|
2015
Q3 | $2.91M | Buy |
106,595
+8,300
| +8% | +$241K | 0.46% | 56 |
|
|
2015
Q2 | $2.95M | Buy |
98,295
+36,950
| +60% | +$1.13M | 0.45% | 52 |
|
|
2015
Q1 | $1.86M | Buy |
61,345
+1,145
| +2% | +$33.9K | 0.3% | 63 |
|
|
2014
Q4 | $1.74M | Buy |
+60,200
| New | +$1.69M | 0.33% | 49 |
|