HBW Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-47,655
| Closed | -$2.31M | – | 277 |
|
|
2022
Q4 | $2.31M | Buy |
47,655
+125
| +0.3% | +$6.05K | 0.61% | 49 |
|
|
2022
Q3 | $2.08M | Buy |
47,530
+940
| +2% | +$41.2K | 0.58% | 56 |
|
|
2022
Q2 | $2.11M | Sell |
46,590
-650
| -1% | -$29.4K | 0.54% | 58 |
|
|
2022
Q1 | $2.54M | Buy |
47,240
+1,215
| +3% | +$65.2K | 0.89% | 28 |
|
|
2021
Q4 | $2.61M | Sell |
46,025
-3,395
| -7% | -$192K | 0.6% | 52 |
|
|
2021
Q3 | $2.6M | Buy |
49,420
+830
| +2% | +$43.7K | 0.67% | 50 |
|
|
2021
Q2 | $2.61M | Sell |
48,590
-9,600
| -16% | -$516K | 0.69% | 50 |
|
|
2021
Q1 | $3.03M | Buy |
58,190
+3,410
| +6% | +$178K | 0.81% | 45 |
|
|
2020
Q4 | $2.52M | Sell |
54,780
-2,615
| -5% | -$120K | 0.77% | 55 |
|
|
2020
Q3 | $2.13M | Sell |
57,395
-3,935
| -6% | -$146K | 0.87% | 42 |
|
|
2020
Q2 | $2.18M | Buy |
61,330
+30,600
| +100% | +$1.09M | 1.01% | 37 |
|
|
2020
Q1 | $884K | Buy |
+30,730
| New | +$884K | 0.64% | 55 |
|