Huntington Steele’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
2018
Q1
$648K Buy
17,275
+15
+0.1% +$563 0.17% 40
2017
Q4
$655K Buy
17,260
+535
+3% +$20.3K 0.18% 39
2017
Q3
$598K Buy
16,725
+7,675
+85% +$274K 0.18% 40
2017
Q2
$315K Buy
9,050
+2,105
+30% +$73.3K 0.09% 62
2017
Q1
$238K Buy
6,945
+90
+1% +$3.08K 0.07% 64
2016
Q4
$227K Sell
6,855
-310
-4% -$10.3K 0.08% 64
2016
Q3
$222K Buy
+7,165
New +$222K 0.07% 61