Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $7.89M | Sell |
171,685
-5,215
| -3% | -$240K | 17.7% | 2 |
|
|
2020
Q3 | $6.56M | Buy |
176,900
+480
| +0.3% | +$17.8K | 16.92% | 3 |
|
|
2020
Q2 | $6.27M | Buy |
176,420
+4,565
| +3% | +$162K | 15.09% | 3 |
|
|
2020
Q1 | $4.95M | Sell |
171,855
-3,200
| -2% | -$92.1K | 5.94% | 9 |
|
|
2019
Q4 | $7.21M | Buy |
175,055
+4,180
| +2% | +$172K | 7% | 6 |
|
|
2019
Q3 | $6.6M | Sell |
170,875
-15,295
| -8% | -$591K | 6.97% | 7 |
|
|
2019
Q2 | $7.23M | Buy |
186,170
+11,100
| +6% | +$431K | 7.13% | 6 |
|
|
2019
Q1 | $6.63M | Sell |
175,070
-54,505
| -24% | -$2.06M | 7.15% | 7 |
|
|
2018
Q4 | $7.63M | Buy |
229,575
+895
| +0.4% | +$29.7K | 9.16% | 2 |
|
|
2018
Q3 | $9.21M | Sell |
228,680
-5,790
| -2% | -$233K | 9.32% | 4 |
|
|
2018
Q2 | $9.13M | Sell |
234,470
-10,025
| -4% | -$391K | 9.49% | 3 |
|
|
2018
Q1 | $9.17M | Sell |
244,495
-6,245
| -2% | -$234K | 8.48% | 3 |
|
|
2017
Q4 | $9.52M | Buy |
+250,740
| New | +$9.52M | 8.7% | 3 |
|