Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,560
| Closed | -$446K | – | 494 |
|
|
2021
Q1 | $446K | Sell |
8,560
-10,630
| -55% | -$554K | 0.08% | 283 |
|
|
2020
Q4 | $882K | Buy |
19,190
+2,270
| +13% | +$104K | 0.18% | 151 |
|
|
2020
Q3 | $627K | Sell |
16,920
-390
| -2% | -$14.5K | 0.14% | 187 |
|
|
2020
Q2 | $616K | Buy |
+17,310
| New | +$616K | 0.15% | 192 |
|
|
2020
Q1 | – | Sell |
-4,585
| Closed | -$189K | – | 514 |
|
|
2019
Q4 | $189K | Buy |
+4,585
| New | +$189K | 0.04% | 428 |
|
|
2019
Q3 | – | Sell |
-7,420
| Closed | -$288K | – | 445 |
|
|
2019
Q2 | $288K | Buy |
+7,420
| New | +$288K | 0.06% | 364 |
|
|
2018
Q1 | – | Sell |
-34,585
| Closed | -$1.31M | – | 319 |
|
|
2017
Q4 | $1.31M | Buy |
+34,585
| New | +$1.31M | 0.3% | 103 |
|
|
2017
Q3 | – | Sell |
-7,220
| Closed | -$249K | – | 311 |
|
|
2017
Q2 | $249K | Buy |
+7,220
| New | +$249K | 0.07% | 339 |
|
|
2014
Q4 | – | Sell |
-1,855
| Closed | -$51K | – | 37 |
|
|
2014
Q3 | $51K | Buy |
+1,855
| New | +$51K | 0.05% | 40 |
|