GR Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,575
| Closed | -$339K | – | 18 |
|
|
2024
Q1 | $339K | Sell |
5,575
-2,980
| -35% | -$181K | 0.08% | 13 |
|
|
2023
Q4 | $474K | Sell |
8,555
-759,900
| -99% | -$42.1M | 0.17% | 6 |
|
|
2023
Q3 | $38.3M | Buy |
768,455
+13,350
| +2% | +$666K | 10.71% | 2 |
|
|
2023
Q2 | $39.5M | Buy |
755,105
+419,580
| +125% | +$21.9M | 12.27% | 3 |
|
|
2023
Q1 | $16.8M | Sell |
335,525
-715,920
| -68% | -$35.8M | 5.98% | 4 |
|
|
2022
Q4 | $50.9M | Buy |
+1,051,445
| New | +$50.9M | 17.07% | 2 |
|