FundX Investment Group’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
Q3 | – | Sell |
-17,535
| Closed | -$1.12K | – | 36 |
|
|
2021
Q2 | $1.12K | Buy |
17,535
+12,810
| +271% | +$820 | 0.12% | 28 |
|
|
2021
Q1 | $246K | Buy |
+4,725
| New | +$246K | 0.14% | 36 |
|
|
2017
Q2 | – | Sell |
-60,315
| Closed | -$2.07M | – | 45 |
|
|
2017
Q1 | $2.07M | Buy |
+60,315
| New | +$2.07M | 0.87% | 18 |
|
|
2016
Q4 | – | Sell |
-706,350
| Closed | -$21.9M | – | 47 |
|
|
2016
Q3 | $21.9M | Buy |
+706,350
| New | +$21.9M | 5.59% | 5 |
|
|
2015
Q3 | – | Sell |
-140,500
| Closed | -$4.21M | – | 19 |
|
|
2015
Q2 | $4.21M | Buy |
+140,500
| New | +$4.21M | 1.75% | 12 |
|
|
2013
Q3 | – | Sell |
-39,500
| Closed | -$912K | – | 22 |
|
|
2013
Q2 | $912K | Buy |
+39,500
| New | +$912K | 0.39% | 16 |
|