ICA Group Wealth Management’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
Q2 | $99.2K | Sell |
1,695
-34,632
| -95% | -$2.03M | 0.06% | 174 |
|
|
2024
Q1 | $2.21M | Sell |
36,327
-5,283
| -13% | -$321K | 0.44% | 42 |
|
|
2023
Q4 | $2.31M | Sell |
41,610
-1,000
| -2% | -$55.4K | 0.51% | 39 |
|
|
2023
Q3 | $2.12M | Sell |
42,610
-3,205
| -7% | -$160K | 0.6% | 37 |
|
|
2023
Q2 | $2.4M | Buy |
45,815
+22,425
| +96% | +$1.17M | 0.6% | 35 |
|
|
2023
Q1 | $1.17M | Sell |
23,390
-30,765
| -57% | -$1.54M | 0.28% | 86 |
|
|
2022
Q4 | $2.62M | Sell |
54,155
-14,790
| -21% | -$716K | 0.62% | 37 |
|
|
2022
Q3 | $3.02M | Sell |
68,945
-2,500
| -3% | -$110K | 0.64% | 33 |
|
|
2022
Q2 | $3.68M | Buy |
71,445
+8,065
| +13% | +$416K | 0.69% | 31 |
|
|
2022
Q1 | $3.21M | Buy |
+63,380
| New | +$3.21M | 0.61% | 40 |
|