Institutional & Family Asset 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
$68 Buy
+1
New +$68 ﹤0.01% 737
2021
Q2
Sell
-5
Closed 973
2021
Q1
$0 Sell
5
-65
-93% ﹤0.01% 960
2020
Q4
$3K Sell
70
-3,905
-98% -$167K ﹤0.01% 704
2020
Q3
$147K Buy
3,975
+80
+2% +$2.96K 0.03% 193
2020
Q2
$138K Buy
3,895
+3,715
+2,064% +$132K 0.03% 204
2020
Q1
$5K Buy
+180
New +$5K ﹤0.01% 534
2018
Q2
Sell
-1,160
Closed -$44K 860
2018
Q1
$44K Buy
+1,160
New +$44K 0.01% 338
2017
Q1
Sell
-7,915
Closed -$262K 128
2016
Q4
$262K Buy
+7,915
New +$262K 0.08% 113