Gibson Capital’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
Q1
Sell
-4,380
Closed -$247K 37
2021
Q4
$247K Sell
4,380
-145
-3% -$8.18K 0.06% 36
2021
Q3
$236K Buy
4,525
+415
+10% +$21.6K 0.06% 36
2021
Q2
$220K Hold
4,110
0.06% 39
2021
Q1
$213K Buy
+4,110
New +$213K 0.06% 39
2020
Q3
Sell
-7,110
Closed -$252K 35
2020
Q2
$252K Hold
7,110
0.09% 29
2020
Q1
$204K Hold
7,110
0.09% 29
2019
Q4
$292K Hold
7,110
0.1% 34
2019
Q3
$274K Hold
7,110
0.1% 31
2019
Q2
$276K Hold
7,110
0.1% 28
2019
Q1
$269K Hold
7,110
0.09% 34
2018
Q4
$236K Hold
7,110
0.09% 33
2018
Q3
$286K Sell
7,110
-425
-6% -$17.1K 0.1% 31
2018
Q2
$293K Hold
7,535
0.1% 32
2018
Q1
$282K Hold
7,535
0.1% 30
2017
Q4
$285K Hold
7,535
0.1% 32
2017
Q3
$269K Hold
7,535
0.1% 31
2017
Q2
$262K Hold
7,535
0.09% 29
2017
Q1
$258K Sell
7,535
-290
-4% -$9.93K 0.09% 31
2016
Q4
$258K Hold
7,825
0.09% 31
2016
Q3
$242K Buy
+7,825
New +$242K 0.09% 30