Householder Group Estate & Retirement Specialist’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 |
-7,170
| Closed | -$446K | – | 848 |
|
|
2024
Q3 | $446K | Buy |
7,170
+2,249
| +46% | +$140K | 0.13% | 149 |
|
|
2024
Q2 | $287K | Sell |
4,921
-171
| -3% | -$9.97K | 0.08% | 190 |
|
|
2024
Q1 | $309K | Sell |
5,092
-923
| -15% | -$56.1K | 0.09% | 184 |
|
|
2023
Q4 | $333K | Sell |
6,015
-1,740
| -22% | -$96.3K | 0.11% | 172 |
|
|
2023
Q3 | $387K | Buy |
+7,755
| New | +$387K | 0.14% | 137 |
|
|
2023
Q1 | $547K | Buy |
+10,935
| New | +$547K | 0.21% | 98 |
|
|
2022
Q4 | – | Sell |
-7,190
| Closed | -$315K | – | 685 |
|
|
2022
Q3 | $315K | Buy |
7,190
+1,300
| +22% | +$57K | 0.13% | 150 |
|
|
2022
Q2 | $266K | Sell |
5,890
-65
| -1% | -$2.94K | 0.12% | 167 |
|
|
2022
Q1 | $320K | Buy |
5,955
+70
| +1% | +$3.76K | 0.13% | 156 |
|
|
2021
Q4 | $333K | Buy |
+5,885
| New | +$333K | 0.12% | 156 |
|