Hamilton Point Investment Advisors’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 |
-4,500
| Closed | -$280K | – | 162 |
|
|
2024
Q3 | $280K | Hold |
4,500
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $263K | Hold |
4,500
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $273K | Hold |
4,500
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $249K | Hold |
4,500
| – | – | 0.05% | 113 |
|
|
2023
Q3 | $225K | Hold |
4,500
| – | – | 0.06% | 111 |
|
|
2023
Q2 | $235K | Hold |
4,500
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $225K | Buy |
+4,500
| New | +$225K | 0.05% | 108 |
|