GIA
Goodwin Investment Advisory’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 |
-2,305
| Closed | -$140K | – | 40 |
|
|
2024
Q1 | $140K | Buy |
2,305
+1,844
| +400% | +$112K | 0.07% | 37 |
|
|
2023
Q4 | $128K | Sell |
461
-357
| -44% | -$98.9K | 0.07% | 37 |
|
|
2023
Q3 | $204K | Sell |
818
-117
| -13% | -$29.2K | 0.12% | 44 |
|
|
2023
Q2 | $244K | Buy |
935
+117
| +14% | +$30.6K | 0.14% | 43 |
|
|
2023
Q1 | $205K | Hold |
818
| – | – | 0.13% | 46 |
|
|
2022
Q4 | $198K | Hold |
818
| – | – | 0.14% | 45 |
|
|
2022
Q3 | $179K | Sell |
818
-218
| -21% | -$47.7K | 0.14% | 52 |
|
|
2022
Q2 | $234K | Sell |
1,036
-254
| -20% | -$57.5K | 0.18% | 39 |
|
|
2022
Q1 | $347K | Sell |
1,290
-93
| -7% | -$25K | 0.24% | 34 |
|
|
2021
Q4 | $393K | Sell |
1,383
-6
| -0.4% | -$1.71K | 0.29% | 29 |
|
|
2021
Q3 | $367K | Buy |
1,389
+3
| +0.2% | +$793 | 0.36% | 25 |
|
|
2021
Q2 | $374K | Sell |
1,386
-194
| -12% | -$52.3K | 0.41% | 17 |
|
|
2021
Q1 | $411K | Sell |
1,580
-570
| -27% | -$148K | 0.48% | 19 |
|
|
2020
Q4 | $493K | Buy |
+2,150
| New | +$493K | 0.6% | 16 |
|