Ground Swell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,681
| Closed | -$790K | – | 195 |
|
|
2024
Q3 | $790K | Buy |
+12,681
| New | +$790K | 0.7% | 15 |
|
|
2024
Q2 | – | Sell |
-15,489
| Closed | -$941K | – | 192 |
|
|
2024
Q1 | $941K | Buy |
+15,489
| New | +$941K | 0.85% | 8 |
|
|
2023
Q4 | – | Sell |
-4,110
| Closed | -$205K | – | 92 |
|
|
2023
Q3 | $205K | Buy |
+4,110
| New | +$205K | 0.34% | 52 |
|
|
2022
Q4 | – | Sell |
-4,745
| Closed | -$208K | – | 105 |
|
|
2022
Q3 | $208K | Buy |
+4,745
| New | +$208K | 0.59% | 56 |
|
|
2022
Q2 | – | Sell |
-4,205
| Closed | -$226K | – | 161 |
|
|
2022
Q1 | $226K | Buy |
+4,205
| New | +$226K | 0.58% | 29 |
|