Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,850
| Closed | -$904K | – | 151 |
|
|
2022
Q1 | $904K | Buy |
16,850
+35
| +0.2% | +$1.88K | 0.13% | 108 |
|
|
2021
Q4 | $952K | Buy |
16,815
+2,075
| +14% | +$117K | 0.14% | 100 |
|
|
2021
Q3 | $776K | Sell |
14,740
-25,305
| -63% | -$1.33M | 0.11% | 121 |
|
|
2021
Q2 | $2.15M | Buy |
40,045
+1,970
| +5% | +$106K | 0.31% | 38 |
|
|
2021
Q1 | $1.98M | Buy |
38,075
+6,055
| +19% | +$315K | 0.27% | 54 |
|
|
2020
Q4 | $1.47M | Buy |
32,020
+9,115
| +40% | +$419K | 0.25% | 57 |
|
|
2020
Q3 | $849K | Buy |
+22,905
| New | +$849K | 0.16% | 65 |
|
|
2020
Q2 | – | Sell |
-26,090
| Closed | -$751K | – | 176 |
|
|
2020
Q1 | $751K | Buy |
26,090
+205
| +0.8% | +$5.9K | 0.2% | 48 |
|
|
2019
Q4 | $1.07M | Buy |
25,885
+3,175
| +14% | +$131K | 0.23% | 78 |
|
|
2019
Q3 | $878K | Buy |
+22,710
| New | +$878K | 0.21% | 78 |
|
|
2019
Q1 | – | Sell |
-7,670
| Closed | -$255K | – | 141 |
|
|
2018
Q4 | $255K | Buy |
+7,670
| New | +$255K | 0.08% | 122 |
|